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 Q2	$403K	Buy	2,561 +13	+0.5%	+$1.92K	0.02%	716
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

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

Ausdal Financial Partners's SMLV Position: Q2 2026 in Review

Ausdal Financial Partners increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.51% in Q2 2026, buying an estimated $1.92K and bringing the position to 2,561 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #716.

Ausdal Financial Partners first reported a position in SMLV in Q3 2020 and has held it in 24 quarters since. The position peaked at $583K in Q4 2021. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Ausdal Financial Partners held 2,561 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $403K as of Q2 2026.
Ausdal Financial Partners bought 13 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $1.92K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q2 2026, its #716 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 24 quarters since.
Ausdal Financial Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $583K in Q4 2021.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.