HF Advisory Group’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.13M Sell
7,541
-50
-0.7% -$7.89K 0.34% 87
2026
Q2
$1.19M Buy
7,591
+398
+6% +$58.8K 0.37% 86
2026
Q1
$986K Sell
7,193
-816
-10% -$113K 0.34% 97
2025
Q4
$1.05M Buy
8,009
+384
+5% +$49.8K 0.37% 94
2025
Q3
$989K Buy
7,625
+336
+5% +$43.3K 0.36% 92
2025
Q2
$912K Sell
7,289
-89
-1% -$10.8K 0.36% 97
2025
Q1
$907K Sell
7,378
-389
-5% -$49.9K 0.4% 95
2024
Q4
$991K Buy
7,767
+325
+4% +$42.5K 0.46% 81
2024
Q3
$924K Sell
7,442
-144
-2% -$17.4K 0.43% 88
2024
Q2
$835K Buy
7,586
+346
+5% +$37.6K 0.43% 83
2024
Q1
$811K Buy
7,240
+1,121
+18% +$122K 0.45% 79
2023
Q4
$689K Buy
6,119
+391
+7% +$39.9K 0.44% 84
2023
Q3
$567K Sell
5,728
-265
-4% -$27.7K 0.42% 82
2023
Q2
$619K Buy
5,993
+132
+2% +$13.4K 0.49% 72
2023
Q1
$616K Sell
5,861
-23
-0.4% -$2.53K 0.55% 64
2022
Q4
$633K Buy
+5,884
New +$636K 0.64% 61

Other funds holding SMLV

HF Advisory Group's SMLV Position: Q3 2026 in Review

HF Advisory Group reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.66% in Q3 2026, selling an estimated $7.89K and leaving 7,541 shares worth $1.13M. The position accounts for 0.34% of the portfolio, ranked #87.

HF Advisory Group first reported a position in SMLV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.19M in Q2 2026. 12 funds tracked by Wall St. Rank hold SMLV as of Q3 2026.

  • HF Advisory Group held 7,541 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $1.13M as of Q3 2026.
  • HF Advisory Group sold 50 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2026, an estimated $7.89K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.34% of HF Advisory Group's portfolio in Q3 2026, its #87 holding.
  • HF Advisory Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2022 and has held it in 16 quarters since.
  • HF Advisory Group's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.19M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.