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Capital Developers’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Capital Developers’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 		$1.62M Sell
11,822
-375
-3% -$52K 1.46% 18
2025
Q4 		$1.6M Buy
+12,197
New +$1.58M 1.43% 18

Other funds holding SMLV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $21.7B AUM 77.3% 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 $287B AUM 42.33% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Developers's SMLV Position: Q1 2026 in Review

Capital Developers reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 3.1% in Q1 2026, selling an estimated $52K and leaving 11,822 shares worth $1.62M. The position accounts for 1.46% of the portfolio, ranked #18.

Capital Developers first reported a position in SMLV in Q4 2025 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • Capital Developers held 11,822 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $1.62M as of Q1 2026.
  • Capital Developers sold 375 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $52K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 1.46% of Capital Developers's portfolio in Q1 2026, its #18 holding.
  • Capital Developers first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2025 and has held it in 2 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 Capital Developers's 13F filing for Q1 2026, filed 8 May 2026.