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 San Diego, California $445B AUM 25.58% 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

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Congress Wealth Management's SMLV Position: Q2 2025 in Review

Congress Wealth Management reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 19% in Q2 2025, selling an estimated $2.48M and leaving 85,695 shares worth $10.7M. The position accounts for 0.1% of the portfolio, ranked #233.

Congress Wealth Management first reported a position in SMLV in Q3 2023 and has held it in 8 quarters since. The position peaked at $18.7M in Q4 2023. 86 funds tracked by Wall St. Rank hold SMLV as of Q2 2025.

Congress Wealth Management held 85,695 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $10.7M as of Q2 2025.
Congress Wealth Management sold 20,452 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2025, an estimated $2.48M.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.1% of Congress Wealth Management's portfolio in Q2 2025, its #233 holding.
Congress Wealth Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2023 and has held it in 8 quarters since.
Congress Wealth Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $18.7M in Q4 2023.
86 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.