Grey Fox Wealth Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Grey Fox Wealth 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	$236K	Sell	1,501 -10	-0.7%	-$1.48K	0.04%	158
2026 Q1	$207K	Buy	+1,511	New	+$210K	0.04%	136
2025 Q4	–	Sell	-1,611	Closed	-$209K	–	524
2025 Q3	$209K	Buy	+1,611	New	+$208K	0.04%	136
2024 Q4	–	Sell	-1,619	Closed	-$201K	–	130
2024 Q3	$201K	Buy	+1,619	New	+$196K	0.06%	122
2024 Q2	–	Sell	-1,825	Closed	-$204K	–	130
2024 Q1	$204K	Buy	1,825 +37	+2%	+$4.03K	0.08%	122
2023 Q4	$201K	Sell	1,788 -7,949	-82%	-$810K	0.09%	105
2023 Q3	$963K	Sell	9,737 -20,448	-68%	-$2.14M	0.48%	44
2023 Q2	$3.12M	Buy	30,185 +3,975	+15%	+$405K	1.6%	20
2023 Q1	$2.76M	Sell	26,210 -1,026	-4%	-$113K	1.63%	17
2022 Q4	$2.93M	Buy	+27,236	New	+$2.95M	1.94%	14

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Grey Fox Wealth Advisors's SMLV Position: Q2 2026 in Review

Grey Fox Wealth Advisors reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.66% in Q2 2026, selling an estimated $1.48K and leaving 1,501 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #158.

Grey Fox Wealth Advisors first reported a position in SMLV in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.12M in Q2 2023. 14 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Grey Fox Wealth Advisors held 1,501 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $236K as of Q2 2026.
Grey Fox Wealth Advisors sold 10 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $1.48K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.04% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #158 holding.
Grey Fox Wealth Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2022 and has held it in 10 quarters since.
Grey Fox Wealth Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $3.12M in Q2 2023.
14 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.