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 Q2	$338K	Sell	2,150 -39	-2%	-$5.76K	0.01%	968
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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

McKinney Capital Management Houston, Texas $254M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atomi Financial Group's SMLV Position: Q2 2026 in Review

Atomi Financial Group reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 1.8% in Q2 2026, selling an estimated $5.76K and leaving 2,150 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #968.

Atomi Financial Group first reported a position in SMLV in Q4 2024 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Atomi Financial Group held 2,150 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $338K as of Q2 2026.
Atomi Financial Group sold 39 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $5.76K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #968 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 7 quarters since.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.