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

Ausdal Financial Partners’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	$349K	Sell	2,548 -10	-0.4%	-$1.39K	0.02%	715
2025 Q4	$335K	Sell	2,558 -1,537	-38%	-$199K	0.02%	679
2025 Q3	$531K	Buy	4,095 +110	+3%	+$14.2K	0.03%	542
2025 Q2	$499K	Buy	3,985 +26	+0.7%	+$3.15K	0.03%	429
2025 Q1	$486K	Buy	3,959 +41	+1%	+$5.26K	0.04%	399
2024 Q4	$500K	Sell	3,918 -2	-0.1%	-$262	0.04%	363
2024 Q3	$487K	Buy	3,920 +170	+5%	+$20.5K	0.05%	312
2024 Q2	$413K	Sell	3,750 -375	-9%	-$40.7K	0.04%	323
2024 Q1	$462K	Buy	4,125 +36	+0.9%	+$3.92K	0.05%	284
2023 Q4	$460K	Sell	4,089 -21	-0.5%	-$2.14K	0.06%	267
2023 Q3	$407K	Buy	4,110 +192	+5%	+$20.1K	0.06%	282
2023 Q2	$405K	Buy	3,918 +176	+5%	+$17.9K	0.06%	272
2023 Q1	$393K	Sell	3,742 -154	-4%	-$16.9K	0.05%	284
2022 Q4	$419K	Buy	3,896 +84	+2%	+$9.09K	0.06%	265
2022 Q3	$376K	Sell	3,812 -1,001	-21%	-$108K	0.06%	288
2022 Q2	$502K	Buy	4,813 +58	+1%	+$6.27K	0.08%	262
2022 Q1	$543K	Sell	4,755 -126	-3%	-$14.4K	0.07%	266
2021 Q4	$583K	Buy	4,881 +24	+0.5%	+$2.81K	0.08%	256
2021 Q3	$545K	Sell	4,857 -12	-0.2%	-$1.35K	0.08%	259
2021 Q2	$548K	Buy	4,869 +383	+9%	+$43.8K	0.08%	246
2021 Q1	$500K	Buy	4,486 +370	+9%	+$39.3K	0.08%	245
2020 Q4	$394K	Buy	4,116 +954	+30%	+$82.9K	0.08%	261
2020 Q3	$240K	Buy	+3,162	New	+$246K	0.06%	298

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

Ausdal Financial Partners's SMLV Position: Q1 2026 in Review

Ausdal Financial Partners reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.39% in Q1 2026, selling an estimated $1.39K and leaving 2,548 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #715.

Ausdal Financial Partners first reported a position in SMLV in Q3 2020 and has held it in 23 quarters since. The position peaked at $583K in Q4 2021. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

Ausdal Financial Partners held 2,548 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $349K as of Q1 2026.
Ausdal Financial Partners sold 10 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $1.39K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #715 holding.
Ausdal Financial Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2020 and has held it in 23 quarters since.
Ausdal Financial Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $583K in Q4 2021.
94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.