BFC Planning, Inc.’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

BFC Planning, Inc.’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 Q3	–	Sell	-1	Closed	-$157	–	3604
2026 Q2	$157	Hold	1	–	–	﹤0.01%	3334
2026 Q1	$137	Hold	1	–	–	﹤0.01%	2950
2025 Q4	$131	Buy	+1	New	+$130	﹤0.01%	3061

Other funds holding SMLV

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Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

McKinney Capital Management Houston, Texas $254M AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $137M AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BFC Planning, Inc.'s SMLV Position: Q3 2026 in Review

BFC Planning, Inc. sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2026, closing a stake of 1 share — an estimated $157 sold.

BFC Planning, Inc. first reported a position in SMLV in Q4 2025 and held it in 3 quarters. The position peaked at $157 in Q2 2026. 83 funds tracked by Wall St. Rank hold SMLV as of Q3 2026.

BFC Planning, Inc. reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2026 after selling out during the quarter.
BFC Planning, Inc. sold 1 State Street SPDR US Small Cap Low Volatility Index ETF share in Q3 2026, an estimated $157.
BFC Planning, Inc. first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2025 and held it in 3 quarters.
BFC Planning, Inc.'s State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $157 in Q2 2026.
83 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.