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Beacon Pointe Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Beacon Pointe Advisors’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 		$579K Buy
4,221
+621
+17% +$86.2K ﹤0.01% 1232
2025
Q4 		$472K Sell
3,600
-305
-8% -$39.6K ﹤0.01% 1092
2025
Q3 		$507K Sell
3,905
-486
-11% -$62.7K ﹤0.01% 1004
2025
Q2 		$549K Sell
4,391
-653
-13% -$79.1K 0.01% 855
2025
Q1 		$620K Buy
5,044
+20
+0.4% +$2.57K 0.01% 778
2024
Q4 		$641K Sell
5,024
-72
-1% -$9.42K 0.01% 755
2024
Q3 		$633K Buy
5,096
+13
+0.3% +$1.57K 0.01% 771
2024
Q2 		$559K Sell
5,083
-662
-12% -$71.8K 0.01% 832
2024
Q1 		$644K Sell
5,745
-411
-7% -$44.7K 0.01% 824
2023
Q4 		$693K Sell
6,156
-2,085
-25% -$213K 0.01% 779
2023
Q3 		$815K Buy
8,241
+441
+6% +$46.1K 0.01% 694
2023
Q2 		$806K Buy
7,800
+150
+2% +$15.3K 0.01% 582
2023
Q1 		$804K Buy
7,650
+422
+6% +$46.4K 0.01% 602
2022
Q4 		$778K Buy
7,228
+440
+6% +$47.6K 0.02% 564
2022
Q3 		$669K Sell
6,788
-208
-3% -$22.4K 0.02% 563
2022
Q2 		$732K Sell
6,996
-3,406
-33% -$368K 0.02% 547
2022
Q1 		$1.19M Buy
10,402
+2,480
+31% +$284K 0.02% 573
2021
Q4 		$947K Buy
7,922
+1,027
+15% +$120K 0.02% 386
2021
Q3 		$774K Sell
6,895
-661
-9% -$74.5K 0.02% 448
2021
Q2 		$851K Buy
7,556
+137
+2% +$15.7K 0.03% 368
2021
Q1 		$828K Buy
7,419
+1,340
+22% +$142K 0.05% 228
2020
Q4 		$580K Buy
6,079
+1,379
+29% +$120K 0.04% 254
2020
Q3 		$356K Buy
4,700
+464
+11% +$36.1K 0.03% 274
2020
Q2 		$321K Buy
+4,236
New +$305K 0.03% 291

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 $322M AUM 7.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 $377B AUM 19.32% 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

Beacon Pointe Advisors's SMLV Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 17% in Q1 2026, buying an estimated $86.2K and bringing the position to 4,221 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Beacon Pointe Advisors first reported a position in SMLV in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.19M in Q1 2022. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • Beacon Pointe Advisors held 4,221 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $579K as of Q1 2026.
  • Beacon Pointe Advisors bought 621 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $86.2K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1232 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2020 and has held it in 24 quarters since.
  • Beacon Pointe Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.19M in Q1 2022.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.