Envestnet Asset Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.59M | Buy |
18,876
+8,441
| +81% | +$1.17M | ﹤0.01% | 2815 |
|
|
2025
Q4 | $1.37M | Sell |
10,435
-6,423
| -38% | -$833K | ﹤0.01% | 3089 |
|
|
2025
Q3 | $2.19M | Sell |
16,858
-429
| -2% | -$55.3K | ﹤0.01% | 2820 |
|
|
2025
Q2 | $2.16M | Sell |
17,287
-1,140
| -6% | -$138K | ﹤0.01% | 2776 |
|
|
2025
Q1 | $2.26M | Sell |
18,427
-87
| -0.5% | -$11.2K | ﹤0.01% | 2649 |
|
|
2024
Q4 | $2.36M | Sell |
18,514
-269
| -1% | -$35.2K | ﹤0.01% | 2588 |
|
|
2024
Q3 | $2.33M | Sell |
18,783
-756
| -4% | -$91.3K | ﹤0.01% | 2551 |
|
|
2024
Q2 | $2.15M | Sell |
19,539
-812
| -4% | -$88.1K | ﹤0.01% | 2556 |
|
|
2024
Q1 | $2.28M | Sell |
20,351
-920
| -4% | -$100K | ﹤0.01% | 2493 |
|
|
2023
Q4 | $2.39M | Sell |
21,271
-6,049
| -22% | -$617K | ﹤0.01% | 2352 |
|
|
2023
Q3 | $2.7M | Sell |
27,320
-2,804
| -9% | -$293K | ﹤0.01% | 2199 |
|
|
2023
Q2 | $3.11M | Sell |
30,124
-812
| -3% | -$82.6K | ﹤0.01% | 1994 |
|
|
2023
Q1 | $3.25M | Sell |
30,936
-3,871
| -11% | -$425K | ﹤0.01% | 1890 |
|
|
2022
Q4 | $3.75M | Sell |
34,807
-9,351
| -21% | -$1.01M | ﹤0.01% | 1771 |
|
|
2022
Q3 | $4.36M | Sell |
44,158
-4,210
| -9% | -$453K | ﹤0.01% | 1593 |
|
|
2022
Q2 | $5.04M | Sell |
48,368
-5,676
| -11% | -$614K | ﹤0.01% | 1519 |
|
|
2022
Q1 | $6.17M | Buy |
54,044
+1,876
| +4% | +$215K | ﹤0.01% | 1479 |
|
|
2021
Q4 | $6.23M | Sell |
52,168
-6,961
| -12% | -$816K | ﹤0.01% | 1466 |
|
|
2021
Q3 | $6.63M | Sell |
59,129
-3,168
| -5% | -$357K | ﹤0.01% | 1363 |
|
|
2021
Q2 | $7.01M | Sell |
62,297
-8,204
| -12% | -$938K | ﹤0.01% | 1321 |
|
|
2021
Q1 | $7.86M | Sell |
70,501
-13,955
| -17% | -$1.48M | 0.01% | 1181 |
|
|
2020
Q4 | $8.08M | Sell |
84,456
-8,900
| -10% | -$773K | 0.01% | 1021 |
|
|
2020
Q3 | $7.07M | Sell |
93,356
-3,705
| -4% | -$288K | 0.01% | 969 |
|
|
2020
Q2 | $7.41M | Sell |
97,061
-8,811
| -8% | -$634K | 0.01% | 914 |
|
|
2020
Q1 | $7M | Sell |
105,872
-5,655
| -5% | -$505K | 0.01% | 829 |
|
|
2019
Q4 | $11.2M | Sell |
111,527
-3,013
| -3% | -$294K | 0.01% | 756 |
|
|
2019
Q3 | $10.9M | Sell |
114,540
-5,719
| -5% | -$536K | 0.01% | 715 |
|
|
2019
Q2 | $11.2M | Buy |
120,259
+2,831
| +2% | +$262K | 0.01% | 682 |
|
|
2019
Q1 | $10.7M | Buy |
117,428
+3,693
| +3% | +$334K | 0.01% | 655 |
|
|
2018
Q4 | $9.43M | Sell |
113,735
-33,105
| -23% | -$2.98M | 0.01% | 633 |
|
|
2018
Q3 | $14.2M | Buy |
+146,840
| New | +$14.3M | 0.02% | 248 |
|
|
2016
Q4 | – | Sell |
-111,207
| Closed | -$9.12M | – | 3304 |
|
|
2016
Q3 | $9.12M | Buy |
111,207
+11,115
| +11% | +$906K | 0.04% | 388 |
|
|
2016
Q2 | $7.8M | Buy |
100,092
+35,252
| +54% | +$2.71M | 0.03% | 472 |
|
|
2016
Q1 | $4.98M | Buy |
64,840
+19,948
| +44% | +$1.43M | 0.02% | 593 |
|
|
2015
Q4 | $3.35M | Buy |
44,892
+17,292
| +63% | +$1.31M | 0.02% | 733 |
|
|
2015
Q3 | $1.98M | Buy |
27,600
+1,027
| +4% | +$77.1K | 0.01% | 970 |
|
|
2015
Q2 | $2.05M | Buy |
26,573
+3,300
| +14% | +$258K | 0.01% | 1039 |
|
|
2015
Q1 | $1.84M | Buy |
23,273
+105
| +0.5% | +$8.11K | 0.01% | 1005 |
|
|
2014
Q4 | $1.81M | Buy |
+23,168
| New | +$1.73M | 0.02% | 410 |
|
Other funds holding SMLV
DC
IC
RCP
Envestnet Asset Management's SMLV Position: Q1 2026 in Review
Envestnet Asset Management increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 81% in Q1 2026, buying an estimated $1.17M and bringing the position to 18,876 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2815.
Envestnet Asset Management first reported a position in SMLV in Q4 2014 and has held it in 39 quarters since. The position peaked at $14.2M in Q3 2018. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.
- Envestnet Asset Management held 18,876 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $2.59M as of Q1 2026.
- Envestnet Asset Management bought 8,441 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $1.17M.
- State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2815 holding.
- Envestnet Asset Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2014 and has held it in 39 quarters since.
- Envestnet Asset Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $14.2M in Q3 2018.
- 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.