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 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cetera Investment Advisers's SMLV Position: Q1 2026 in Review

Cetera Investment Advisers reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 1.9% in Q1 2026, selling an estimated $66.9K and leaving 24,982 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Cetera Investment Advisers first reported a position in SMLV in Q4 2019 and has held it in 10 quarters since. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

Cetera Investment Advisers held 24,982 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $3.42M as of Q1 2026.
Cetera Investment Advisers sold 482 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $66.9K.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1793 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 10 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 Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.