Cambridge Investment Research Advisors
SMLV icon

Cambridge Investment Research Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Cambridge Investment Research 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 		$10.5M Buy
76,409
+1,587
+2% +$220K 0.03% 600
2025
Q4 		$9.81M Buy
74,822
+5,959
+9% +$773K 0.03% 588
2025
Q3 		$8.93M Buy
68,863
+3,974
+6% +$513K 0.02% 616
2025
Q2 		$8.12M Buy
64,889
+2,941
+5% +$356K 0.02% 633
2025
Q1 		$7.61M Buy
61,948
+1,124
+2% +$144K 0.03% 606
2024
Q4 		$7.76M Buy
60,824
+13,985
+30% +$1.83M 0.03% 593
2024
Q3 		$5.82M Buy
46,839
+38,097
+436% +$4.6M 0.02% 728
2024
Q2 		$962K Buy
8,742
+1,790
+26% +$194K ﹤0.01% 1806
2024
Q1 		$779K Sell
6,952
-678
-9% -$73.7K ﹤0.01% 1904
2023
Q4 		$859K Buy
7,630
+1,050
+16% +$107K ﹤0.01% 1750
2023
Q3 		$651K Sell
6,580
-26
-0.4% -$2.72K ﹤0.01% 1871
2023
Q2 		$682K Buy
6,606
+2,178
+49% +$222K ﹤0.01% 1900
2023
Q1 		$466K Sell
4,428
-161
-4% -$17.7K ﹤0.01% 2141
2022
Q4 		$494K Buy
4,589
+1,432
+45% +$155K ﹤0.01% 2023
2022
Q3 		$312K Sell
3,157
-34
-1% -$3.66K ﹤0.01% 2331
2022
Q2 		$333K Buy
3,191
+846
+36% +$91.5K ﹤0.01% 2292
2022
Q1 		$268K Sell
2,345
-384
-14% -$44K ﹤0.01% 2646
2021
Q4 		$326K Buy
2,729
+74
+3% +$8.68K ﹤0.01% 2453
2021
Q3 		$298K Buy
2,655
+107
+4% +$12.1K ﹤0.01% 2477
2021
Q2 		$287K Buy
2,548
+578
+29% +$66.1K ﹤0.01% 2505
2021
Q1 		$219K Sell
1,970
-151
-7% -$16K ﹤0.01% 2540
2020
Q4 		$203K Sell
2,121
-4,994
-70% -$434K ﹤0.01% 2467
2020
Q3 		$539K Sell
7,115
-25,226
-78% -$1.96M ﹤0.01% 1562
2020
Q2 		$2.47M Sell
32,341
-15,782
-33% -$1.14M 0.02% 682
2020
Q1 		$3.18M Sell
48,123
-1,156
-2% -$103K 0.03% 510
2019
Q4 		$4.93M Buy
49,279
+9,265
+23% +$905K 0.04% 472
2019
Q3 		$3.8M Sell
40,014
-6,928
-15% -$649K 0.03% 524
2019
Q2 		$4.37M Buy
46,942
+27,277
+139% +$2.52M 0.04% 438
2019
Q1 		$1.8M Buy
19,665
+8,583
+77% +$776K 0.02% 762
2018
Q4 		$918K Sell
11,082
-94
-0.8% -$8.47K 0.01% 978
2018
Q3 		$1.08M Buy
11,176
+2,069
+23% +$202K 0.01% 981
2018
Q2 		$867K Buy
9,107
+1,203
+15% +$111K 0.01% 1061
2018
Q1 		$702K Buy
7,904
+871
+12% +$78.3K 0.01% 1137
2017
Q4 		$642K Buy
7,033
+287
+4% +$27.5K 0.01% 1171
2017
Q3 		$646K Sell
6,746
-1,424
-17% -$131K 0.01% 1083
2017
Q2 		$754K Buy
8,170
+2,961
+57% +$272K 0.01% 960
2017
Q1 		$477K Buy
5,209
+1,351
+35% +$124K 0.01% 1107
2016
Q4 		$360K Buy
+3,858
New +$336K 0.01% 1180

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors's SMLV Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 2.1% in Q1 2026, buying an estimated $220K and bringing the position to 76,409 shares worth $10.5M. The position accounts for 0.03% of the portfolio, ranked #600.

Cambridge Investment Research Advisors first reported a position in SMLV in Q4 2016 and has held it in 38 quarters since. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • Cambridge Investment Research Advisors held 76,409 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $10.5M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 1,587 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $220K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #600 holding.
  • Cambridge Investment Research Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2016 and has held it in 38 quarters since.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.