HF Advisory Group’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History
Bought
Maintained
Sold
Other funds holding SMLV
RCP
MWM
CWM
WFAG
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.