GRP
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Global Retirement Partners’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-33
Closed -$4.28K – 4398
2025
Q3 		$4.28K Buy
+33
New +$4.26K ﹤0.01% 3038
2019
Q2 		– Sell
-37
Closed -$3K – 1696
2019
Q1 		$3K Buy
+37
New +$3.35K ﹤0.01% 1361

Other funds holding SMLV

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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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Global Retirement Partners's SMLV Position: Q4 2025 in Review

Global Retirement Partners sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2025, closing a stake of 33 shares — an estimated $4.28K sold.

Global Retirement Partners first reported a position in SMLV in Q1 2019 and held it in 2 quarters. The position peaked at $4.28K in Q3 2025. 94 funds tracked by Wall St. Rank hold SMLV as of Q4 2025.

  • Global Retirement Partners reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 33 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2025, an estimated $4.28K.
  • Global Retirement Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2019 and held it in 2 quarters.
  • Global Retirement Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $4.28K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.