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

Cetera Investment Advisers’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 Q2	$3.18M	Sell	20,186 -4,796	-19%	-$708K	﹤0.01%	1985
2026 Q1	$3.42M	Sell	24,982 -482	-2%	-$66.9K	﹤0.01%	1793
2025 Q4	$3.34M	Buy	25,464 +3,472	+16%	+$450K	﹤0.01%	1767
2025 Q3	$2.85M	Buy	21,992 +13,767	+167%	+$1.78M	﹤0.01%	1869
2025 Q2	$1.03M	Buy	8,225 +2,545	+45%	+$308K	﹤0.01%	2347
2025 Q1	$698K	Buy	5,680 +2,395	+73%	+$308K	﹤0.01%	2567
2024 Q4	$419K	Buy	3,285 +1,096	+50%	+$143K	﹤0.01%	2815
2024 Q3	$272K	Sell	2,189 -706	-24%	-$85.3K	﹤0.01%	3155
2024 Q2	$319K	Buy	2,895 +2	+0.1%	+$217	﹤0.01%	2983
2024 Q1	$324K	Buy	+2,893	New	+$315K	﹤0.01%	2963
2020 Q1	–	Sell	-2,448	Closed	-$246K	–	616
2019 Q4	$246K	Buy	+2,448	New	+$239K	0.02%	497

Other funds holding SMLV

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

McKinney Capital Management Houston, Texas $254M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers's SMLV Position: Q2 2026 in Review

Cetera Investment Advisers reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 19% in Q2 2026, selling an estimated $708K and leaving 20,186 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Cetera Investment Advisers first reported a position in SMLV in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.42M in Q1 2026. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Cetera Investment Advisers held 20,186 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $3.18M as of Q2 2026.
Cetera Investment Advisers sold 4,796 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $708K.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1985 holding.
Cetera Investment Advisers first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2019 and has held it in 11 quarters since.
Cetera Investment Advisers's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $3.42M in Q1 2026.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.