Farther Finance Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Farther Finance Advisors’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	$9.28K	Hold	59	–	–	﹤0.01%	4471
2026 Q1	$8.14K	Hold	59	–	–	﹤0.01%	4235
2025 Q4	$7.74K	Hold	59	–	–	﹤0.01%	4077
2025 Q3	$7.66K	Hold	59	–	–	﹤0.01%	3561
2025 Q2	$7.38K	Buy	59 +1	+2%	+$121	﹤0.01%	3219
2025 Q1	$7.14K	Sell	58 -5	-8%	-$642	﹤0.01%	2897
2024 Q4	$8.04K	Hold	63	–	–	﹤0.01%	2467
2024 Q3	$7.83K	Buy	63 +3	+5%	+$362	﹤0.01%	2463
2024 Q2	$6.56K	Hold	60	–	–	﹤0.01%	2267
2024 Q1	$6.61K	Sell	60 -1	-2%	-$109	﹤0.01%	1939
2023 Q4	$6.86K	Buy	+61	New	+$6.22K	﹤0.01%	1807

Other funds holding SMLV

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

CWM

Clearview Wealth Management Irvine, California $156M AUM

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Farther Finance Advisors's SMLV Position: Q2 2026 in Review

Farther Finance Advisors held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q2 2026 at 59 shares worth $9.28K. The position accounts for ﹤0.01% of the portfolio, ranked #4471.

Farther Finance Advisors first reported a position in SMLV in Q4 2023 and has held it in 11 quarters since. 12 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Farther Finance Advisors held 59 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $9.28K as of Q2 2026.
Farther Finance Advisors left its State Street SPDR US Small Cap Low Volatility Index ETF share count unchanged in Q2 2026.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4471 holding.
Farther Finance Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2023 and has held it in 11 quarters since.
12 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.