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Howard Capital Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Howard Capital Management’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 		$19.2M Buy
+121,811
New +$18M 0.23% 45

Other funds holding SMLV

DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Howard Capital Management's SMLV Position: Q2 2026 in Review

Howard Capital Management opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2026: 121,811 shares worth $19.2M. The stake represents 0.23% of the portfolio and ranks #45 among its holdings.

33 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

  • Howard Capital Management held 121,811 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $19.2M as of Q2 2026.
  • State Street SPDR US Small Cap Low Volatility Index ETF was a new Howard Capital Management position in Q2 2026.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.23% of Howard Capital Management's portfolio in Q2 2026, its #45 holding.
  • 33 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.