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

Creative Planning’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	$216K	Buy	+1,371	New	+$202K	﹤0.01%	3827
2017 Q1	–	Sell	-33	Closed	-$3K	–	4882
2016 Q4	$3K	Buy	+33	New	+$2.87K	﹤0.01%	4168
2016 Q3	–	Sell	-993	Closed	-$77K	–	4718
2016 Q2	$77K	Buy	+993	New	+$76.3K	﹤0.01%	1839

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

Creative Planning's SMLV Position: Q2 2026 in Review

Creative Planning opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2026: 1,371 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #3827 among its holdings. This is a return to the name: Creative Planning previously reported a position in SMLV as recently as Q4 2016.

Creative Planning first reported a position in SMLV in Q2 2016 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Creative Planning held 1,371 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $216K as of Q2 2026.
State Street SPDR US Small Cap Low Volatility Index ETF was a new Creative Planning position in Q2 2026.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3827 holding.
Creative Planning first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2016 and has held it in 3 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.