Clearview Wealth Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Clearview Wealth Management’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	$651K	Sell	4,137 -102	-2%	-$15.1K	0.42%	40
2026 Q1	$581K	Buy	+4,239	New	+$588K	0.41%	41

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clearview Wealth Management's SMLV Position: Q2 2026 in Review

Clearview Wealth Management reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 2.4% in Q2 2026, selling an estimated $15.1K and leaving 4,137 shares worth $651K. The position accounts for 0.42% of the portfolio, ranked #40.

Clearview Wealth Management first reported a position in SMLV in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Clearview Wealth Management held 4,137 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $651K as of Q2 2026.
Clearview Wealth Management sold 102 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $15.1K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.42% of Clearview Wealth Management's portfolio in Q2 2026, its #40 holding.
Clearview Wealth Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2026 and has held it in 2 quarters since.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Clearview Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.