Convergence Financial’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Convergence Financial’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 Q3	$611K	Buy	+4,075	New	+$643K	0.09%	155

Other funds holding SMLV

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $137M AUM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

PFA

Portland Financial Advisors Port Washington, New York $57.5M AUM 9.21% 1-Year Est. Return

Clearview Wealth Management Irvine, California $133M AUM

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Convergence Financial's SMLV Position: Q3 2026 in Review

Convergence Financial opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2026: 4,075 shares worth $611K. The stake represents 0.09% of the portfolio and ranks #155 among its holdings.

23 funds tracked by Wall St. Rank hold SMLV as of Q3 2026.

Convergence Financial held 4,075 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $611K as of Q3 2026.
State Street SPDR US Small Cap Low Volatility Index ETF was a new Convergence Financial position in Q3 2026.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.09% of Convergence Financial's portfolio in Q3 2026, its #155 holding.
23 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.