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

DOHJ LLC’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
Q3 		– Sell
-2,555
Closed -$300K – 114
2025
Q2 		$300K Sell
2,555
-1
-0% -$121 0.09% 135
2025
Q1 		$314K Sell
2,556
-12
-0.5% -$1.54K 0.07% 135
2024
Q4 		$328K Buy
2,568
+16
+0.6% +$2.09K 0.08% 131
2024
Q3 		$310K Sell
2,552
-224
-8% -$27.1K 0.07% 137
2024
Q2 		$305K Sell
2,776
-1,072
-28% -$116K 0.08% 130
2024
Q1 		$431K Sell
3,848
-28
-0.7% -$3.05K 0.11% 115
2023
Q4 		$436K Sell
3,876
-2,265
-37% -$231K 0.13% 109
2023
Q3 		$601K Buy
6,141
+27
+0.4% +$2.82K 0.27% 58
2023
Q2 		$632K Buy
6,114
+78
+1% +$7.94K 0.27% 59
2023
Q1 		$635K Sell
6,036
-363
-6% -$39.9K 0.32% 57
2022
Q4 		$689K Buy
6,399
+43
+0.7% +$4.65K 0.39% 54
2022
Q3 		$628K Sell
6,356
-950
-13% -$102K 0.42% 51
2022
Q2 		$762K Sell
7,306
-667
-8% -$72.1K 0.43% 51
2022
Q1 		$910K Sell
7,973
-1,972
-20% -$226K 0.44% 50
2021
Q4 		$1.19M Sell
9,945
-2,140
-18% -$251K 0.53% 42
2021
Q3 		$1.41M Sell
12,085
-1,834
-13% -$207K 0.67% 38
2021
Q2 		$1.57M Buy
13,919
+131
+1% +$15K 0.82% 36
2021
Q1 		$1.54M Sell
13,788
-1,588
-10% -$169K 0.89% 32
2020
Q4 		$1.57M Sell
15,376
-1,987
-11% -$173K 0.93% 34
2020
Q3 		$1.41M Buy
17,363
+436
+3% +$33.9K 0.88% 38
2020
Q2 		$1.31M Sell
16,927
-2,036
-11% -$147K 0.9% 37
2020
Q1 		$1.25M Buy
18,963
+974
+5% +$87K 1.22% 30
2019
Q4 		$1.8M Buy
+17,989
New +$1.76M 1.6% 18

Other funds holding SMLV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DOHJ LLC's SMLV Position: Q3 2025 in Review

DOHJ LLC sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2025, closing a stake of 2,555 shares — an estimated $300K sold.

DOHJ LLC first reported a position in SMLV in Q4 2019 and held it in 23 quarters. The position peaked at $1.8M in Q4 2019. 90 funds tracked by Wall St. Rank hold SMLV as of Q3 2025.

  • DOHJ LLC reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 2,555 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2025, an estimated $300K.
  • DOHJ LLC first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2019 and held it in 23 quarters.
  • DOHJ LLC's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.8M in Q4 2019.
  • 90 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.