CIBC Private Wealth Group’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

CIBC Private Wealth Group’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 Q4	$184K	Hold	1,400	–	–	﹤0.01%	1230
2025 Q3	$182K	Hold	1,400	–	–	﹤0.01%	1226
2025 Q2	$175K	Hold	1,400	–	–	﹤0.01%	1175
2025 Q1	$154K	Hold	1,400	–	–	﹤0.01%	1173
2024 Q4	$176K	Hold	1,400	–	–	﹤0.01%	1202
2024 Q3	$174K	Buy	+1,400	New	+$169K	﹤0.01%	1256
2018 Q3	–	Sell	-68	Closed	-$6K	–	1607
2018 Q2	$6K	Hold	68	–	–	﹤0.01%	1686
2018 Q1	$6K	Hold	68	–	–	﹤0.01%	1636
2017 Q4	$6K	Buy	+68	New	+$6.52K	﹤0.01%	1656

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIBC Private Wealth Group's SMLV Position: Q4 2025 in Review

CIBC Private Wealth Group held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q4 2025 at 1,400 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

CIBC Private Wealth Group first reported a position in SMLV in Q4 2017 and has held it in 9 quarters since. 94 funds tracked by Wall St. Rank hold SMLV as of Q4 2025.

CIBC Private Wealth Group held 1,400 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $184K as of Q4 2025.
CIBC Private Wealth Group left its State Street SPDR US Small Cap Low Volatility Index ETF share count unchanged in Q4 2025.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1230 holding.
CIBC Private Wealth Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2017 and has held it in 9 quarters since.
94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.