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Harbour Investments’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Harbour Investments’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
Q1 		$194K Buy
1,417
+1,350
+2,015% +$187K ﹤0.01% 1548
2025
Q4 		$8.78K Buy
67
+1
+2% +$130 ﹤0.01% 2802
2025
Q3 		$8.62K Hold
66
– – ﹤0.01% 2756
2025
Q2 		$8.26K Hold
66
– – ﹤0.01% 2657
2025
Q1 		$8.06K Buy
66
+1
+2% +$128 ﹤0.01% 2618
2024
Q4 		$8.31K Hold
65
– – ﹤0.01% 2531
2024
Q3 		$8.02K Buy
65
+1
+2% +$121 ﹤0.01% 2454
2024
Q2 		$7.06K Sell
64
-17
-21% -$1.84K ﹤0.01% 2396
2024
Q1 		$9.04K Buy
81
+1
+1% +$109 ﹤0.01% 2263
2023
Q4 		$9.03K Hold
80
– – ﹤0.01% 2182
2023
Q3 		$7.89K Buy
80
+18
+29% +$1.88K ﹤0.01% 2122
2023
Q2 		$6.44K Hold
62
– – ﹤0.01% 2196
2023
Q1 		$6.52K Hold
62
– – ﹤0.01% 2189
2022
Q4 		$6.62K Buy
62
+1
+2% +$108 ﹤0.01% 2126
2022
Q3 		$6K Hold
61
– – ﹤0.01% 2131
2022
Q2 		$6K Buy
+61
New +$6.6K ﹤0.01% 2131
2021
Q4 		$19K Sell
159
-2,760
-95% -$324K ﹤0.01% 1698
2021
Q3 		$327K Sell
2,919
-149
-5% -$16.8K 0.01% 811
2021
Q2 		$345K Sell
3,068
-115
-4% -$13.1K 0.01% 827
2021
Q1 		$355K Buy
+3,183
New +$338K 0.01% 734

Other funds holding SMLV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbour Investments's SMLV Position: Q1 2026 in Review

Harbour Investments increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 2,015% in Q1 2026, buying an estimated $187K and bringing the position to 1,417 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Harbour Investments first reported a position in SMLV in Q1 2021 and has held it in 20 quarters since. The position peaked at $355K in Q1 2021. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • Harbour Investments held 1,417 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $194K as of Q1 2026.
  • Harbour Investments bought 1,350 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $187K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1548 holding.
  • Harbour Investments first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $355K in Q1 2021.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.