Cornerstone Advisors Asset Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Cornerstone Advisors Asset 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	–	Sell	-2,302	Closed	-$283K	–	123
2025 Q1	$283K	Buy	+2,302	New	+$296K	0.06%	113

Other funds holding SMLV

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cornerstone Advisors Asset Management's SMLV Position: Q2 2025 in Review

Cornerstone Advisors Asset Management sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2025, closing a stake of 2,302 shares — an estimated $283K sold.

Cornerstone Advisors Asset Management first reported a position in SMLV in Q1 2025 and held it in 1 quarter. The position peaked at $283K in Q1 2025. 86 funds tracked by Wall St. Rank hold SMLV as of Q2 2025.

Cornerstone Advisors Asset Management reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2025 after selling out during the quarter.
Cornerstone Advisors Asset Management sold 2,302 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2025, an estimated $283K.
Cornerstone Advisors Asset Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2025 and held it in 1 quarter.
Cornerstone Advisors Asset Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $283K in Q1 2025.
86 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2025.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.