Bank of Montreal
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Bank of Montreal’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Bank of Montreal’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 		– Sell
-270
Closed -$35.7K – 4004
2025
Q4 		$35.7K Buy
+270
New +$35K ﹤0.01% 3257
2023
Q3 		– Sell
-316
Closed -$36.9K – 4196
2023
Q2 		$36.9K Buy
+316
New +$32.2K ﹤0.01% 3649
2021
Q4 		– Sell
-335
Closed -$39K – 3842
2021
Q3 		$39K Buy
335
+1
+0.3% +$113 ﹤0.01% 3589
2021
Q2 		$38K Buy
+334
New +$38.2K ﹤0.01% 3456

Other funds holding SMLV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AQR Capital Management
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's SMLV Position: Q1 2026 in Review

Bank of Montreal sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2026, closing a stake of 270 shares — an estimated $35.7K sold.

Bank of Montreal first reported a position in SMLV in Q2 2021 and held it in 4 quarters. The position peaked at $39K in Q3 2021. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • Bank of Montreal reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 270 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $35.7K.
  • Bank of Montreal first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2021 and held it in 4 quarters.
  • Bank of Montreal's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $39K in Q3 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 Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.