Great Valley Advisor Group’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Great Valley Advisor Group’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	$215K	Buy	+1,367	New	+$202K	﹤0.01%	967
2020 Q2	–	Sell	-4,146	Closed	-$274K	–	432
2020 Q1	$274K	Buy	4,146 +1,254	+43%	+$112K	0.07%	251
2019 Q4	$289K	Buy	+2,892	New	+$283K	0.06%	283

Other funds holding SMLV

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

McKinney Capital Management Houston, Texas $254M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Great Valley Advisor Group's SMLV Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2026: 1,367 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in SMLV as recently as Q1 2020.

Great Valley Advisor Group first reported a position in SMLV in Q4 2019 and has held it in 3 quarters since. The position peaked at $289K in Q4 2019. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Great Valley Advisor Group held 1,367 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $215K as of Q2 2026.
State Street SPDR US Small Cap Low Volatility Index ETF was a new Great Valley Advisor Group position in Q2 2026.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #967 holding.
Great Valley Advisor Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2019 and has held it in 3 quarters since.
Great Valley Advisor Group's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $289K in Q4 2019.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.