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

HighTower 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	$640K	Buy	4,065 +142	+4%	+$21K	﹤0.01%	2556
2026 Q1	$538K	Buy	3,923 +21	+0.5%	+$2.91K	﹤0.01%	2654
2025 Q4	$512K	Buy	3,902 +31	+0.8%	+$4.02K	﹤0.01%	2597
2025 Q3	$502K	Buy	3,871 +25	+0.7%	+$3.23K	﹤0.01%	2616
2025 Q2	$481K	Buy	3,846 +25	+0.7%	+$3.03K	﹤0.01%	2557
2025 Q1	$469K	Sell	3,821 -172	-4%	-$22.1K	﹤0.01%	2514
2024 Q4	$510K	Buy	3,993 +230	+6%	+$30.1K	﹤0.01%	2465
2024 Q3	$467K	Buy	3,763 +26	+0.7%	+$3.14K	﹤0.01%	2442
2024 Q2	$411K	Buy	3,737 +31	+0.8%	+$3.36K	﹤0.01%	2468
2024 Q1	$415K	Sell	3,706 -1,071	-22%	-$116K	﹤0.01%	2411
2023 Q4	$537K	Buy	4,777 +37	+0.8%	+$3.77K	﹤0.01%	2268
2023 Q3	$469K	Buy	4,740 +30	+0.6%	+$3.13K	﹤0.01%	2276
2023 Q2	$487K	Buy	+4,710	New	+$479K	﹤0.01%	2218
2019 Q3	–	Sell	-2,527	Closed	-$235K	–	2528
2019 Q2	$235K	Sell	2,527 -9	-0.4%	-$833	﹤0.01%	1950
2019 Q1	$233K	Sell	2,536 -166	-6%	-$15K	﹤0.01%	1864
2018 Q4	$224K	Sell	2,702 -1,205	-31%	-$109K	﹤0.01%	1772
2018 Q3	$376K	Buy	3,907 +223	+6%	+$21.8K	﹤0.01%	1610
2018 Q2	$349K	Buy	3,684 +810	+28%	+$74.7K	﹤0.01%	1612
2018 Q1	$257K	Buy	2,874 +458	+19%	+$41.2K	﹤0.01%	1748
2017 Q4	$223K	Buy	2,416 +224	+10%	+$21.5K	﹤0.01%	1855
2017 Q3	$211K	Buy	+2,192	New	+$202K	﹤0.01%	1873

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

HighTower Advisors's SMLV Position: Q2 2026 in Review

HighTower Advisors increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 3.6% in Q2 2026, buying an estimated $21K and bringing the position to 4,065 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

HighTower Advisors first reported a position in SMLV in Q3 2017 and has held it in 21 quarters since. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

HighTower Advisors held 4,065 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $640K as of Q2 2026.
HighTower Advisors bought 142 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $21K.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2556 holding.
HighTower Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2017 and has held it in 21 quarters since.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.