Avantax Advisory Services’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.38M	Sell	11,001 -240	-2%	-$29.1K	0.01%	987
2025 Q1	$1.38M	Sell	11,241 -2,039	-15%	-$262K	0.01%	931
2024 Q4	$1.69M	Sell	13,280 -334	-2%	-$43.7K	0.01%	792
2024 Q3	$1.69M	Sell	13,614 -357	-3%	-$43.1K	0.01%	779
2024 Q2	$1.54M	Buy	13,971 +4,937	+55%	+$536K	0.01%	766
2024 Q1	$1.01M	Sell	9,034 -253	-3%	-$27.5K	0.01%	741
2023 Q4	$1.05M	Sell	9,287 -1,499	-14%	-$153K	0.01%	695
2023 Q3	$1.07M	Buy	10,786 +1,190	+12%	+$124K	0.01%	665
2023 Q2	$991K	Sell	9,596 -111	-1%	-$11.3K	0.01%	678
2023 Q1	$1.02M	Buy	9,707 +198	+2%	+$21.7K	0.01%	661
2022 Q4	$1.02M	Buy	9,509 +733	+8%	+$79.3K	0.01%	630
2022 Q3	$867K	Buy	8,776 +133	+2%	+$14.3K	0.01%	602
2022 Q2	$901K	Sell	8,643 -3,000	-26%	-$324K	0.01%	582
2022 Q1	$1.33M	Buy	11,643 +92	+0.8%	+$10.5K	0.02%	468
2021 Q4	$1.38M	Sell	11,551 -891	-7%	-$104K	0.02%	439
2021 Q3	$1.4M	Buy	12,442 +204	+2%	+$23K	0.02%	410
2021 Q2	$1.38M	Sell	12,238 -141	-1%	-$16.1K	0.03%	409
2021 Q1	$1.38M	Sell	12,379 -649	-5%	-$68.9K	0.03%	372
2020 Q4	$1.25M	Sell	13,028 -11,233	-46%	-$976K	0.03%	355
2020 Q3	$1.84M	Sell	24,261 -116,116	-83%	-$9.03M	0.03%	378
2020 Q2	$10.7M	Buy	140,377 +23,906	+21%	+$1.72M	0.31%	53
2020 Q1	$7.7M	Buy	116,471 +13,775	+13%	+$1.23M	0.23%	70
2019 Q4	$10.3M	Buy	+102,696	New	+$10M	0.24%	67

Other funds holding SMLV

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avantax Advisory Services's SMLV Position: Q2 2025 in Review

Avantax Advisory Services reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 2.1% in Q2 2025, selling an estimated $29.1K and leaving 11,001 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #987.

Avantax Advisory Services first reported a position in SMLV in Q4 2019 and has held it in 23 quarters since. The position peaked at $10.7M in Q2 2020. 86 funds tracked by Wall St. Rank hold SMLV as of Q2 2025.

Avantax Advisory Services held 11,001 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $1.38M as of Q2 2025.
Avantax Advisory Services sold 240 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2025, an estimated $29.1K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #987 holding.
Avantax Advisory Services first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $10.7M in Q2 2020.
86 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.