CWM
SMLV icon

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

Congress 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
2025
Q2 		$10.7M Sell
85,695
-20,452
-19% -$2.48M 0.1% 233
2025
Q1 		$13M Sell
106,147
-1,995
-2% -$256K 0.16% 166
2024
Q4 		$13.8M Sell
108,142
-1,230
-1% -$161K 0.19% 156
2024
Q3 		$13.6M Sell
109,372
-56,306
-34% -$6.8M 0.18% 166
2024
Q2 		$18.2M Sell
165,678
-511
-0.3% -$55.5K 0.29% 89
2024
Q1 		$18.6M Buy
166,189
+114
+0.1% +$12.4K 0.32% 78
2023
Q4 		$18.7M Sell
166,075
-2,721
-2% -$277K 0.34% 67
2023
Q3 		$16.7M Buy
+168,796
New +$17.6M 0.34% 66

Other funds holding SMLV

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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
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 $431B 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return