Atomi Financial Group’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Atomi Financial Group’s Portfolio SMLV Stock Details SMLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$300K	Sell	2,189 -44	-2%	-$6.11K	0.01%	946
2025 Q4	$293K	Sell	2,233 -13	-0.6%	-$1.69K	0.01%	954
2025 Q3	$291K	Buy	2,246 +11	+0.5%	+$1.42K	0.01%	902
2025 Q2	$280K	Sell	2,235 -45	-2%	-$5.45K	0.01%	854
2025 Q1	$280K	Buy	2,280 +12	+0.5%	+$1.54K	0.01%	811
2024 Q4	$289K	Buy	+2,268	New	+$297K	0.01%	737

Other funds holding SMLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atomi Financial Group's SMLV Position: Q1 2026 in Review

Atomi Financial Group reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 2% in Q1 2026, selling an estimated $6.11K and leaving 2,189 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #946.

Atomi Financial Group first reported a position in SMLV in Q4 2024 and has held it in 6 quarters since. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

Atomi Financial Group held 2,189 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $300K as of Q1 2026.
Atomi Financial Group sold 44 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $6.11K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #946 holding.
Atomi Financial Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2024 and has held it in 6 quarters since.
94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.