HighTower Advisors
SMLV icon

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
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

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

HighTower Advisors's SMLV Position: Q1 2026 in Review

HighTower Advisors increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.54% in Q1 2026, buying an estimated $2.91K and bringing the position to 3,923 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #2654.

HighTower Advisors first reported a position in SMLV in Q3 2017 and has held it in 20 quarters since. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • HighTower Advisors held 3,923 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $538K as of Q1 2026.
  • HighTower Advisors bought 21 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $2.91K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2654 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 20 quarters since.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.