Capstone Investment Advisors
SMLV icon

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

Capstone Investment 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
2025
Q1 		– Sell
-1,697
Closed -$217K – 1814
2024
Q4 		$217K Hold
1,697
– – ﹤0.01% 1573
2024
Q3 		$211K Buy
+1,697
New +$205K ﹤0.01% 1564

Other funds holding SMLV

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capstone Investment Advisors's SMLV Position: Q1 2025 in Review

Capstone Investment Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2025, closing a stake of 1,697 shares — an estimated $217K sold.

Capstone Investment Advisors first reported a position in SMLV in Q3 2024 and held it in 2 quarters. The position peaked at $217K in Q4 2024. 84 funds tracked by Wall St. Rank hold SMLV as of Q1 2025.

  • Capstone Investment Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,697 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2025, an estimated $217K.
  • Capstone Investment Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2024 and held it in 2 quarters.
  • Capstone Investment Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $217K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.