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 Q3	$18.8M	Buy	125,231 +3,420	+3%	+$540K	0.23%	45
2026 Q2	$19.2M	Buy	+121,811	New	+$18M	0.23%	45

Other funds holding SMLV

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $137M AUM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

PFA

Portland Financial Advisors Port Washington, New York $57.5M AUM 9.21% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Clearview Wealth Management Irvine, California $133M AUM

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Howard Capital Management's SMLV Position: Q3 2026 in Review

Howard Capital Management increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 2.8% in Q3 2026, buying an estimated $540K and bringing the position to 125,231 shares worth $18.8M. The position accounts for 0.23% of the portfolio, ranked #45.

Howard Capital Management first reported a position in SMLV in Q2 2026 and has held it in 2 quarters since. The position peaked at $19.2M in Q2 2026. 29 funds tracked by Wall St. Rank hold SMLV as of Q3 2026.

Howard Capital Management held 125,231 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $18.8M as of Q3 2026.
Howard Capital Management bought 3,420 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2026, an estimated $540K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.23% of Howard Capital Management's portfolio in Q3 2026, its #45 holding.
Howard Capital Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2026 and has held it in 2 quarters since.
Howard Capital Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $19.2M in Q2 2026.
29 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2026.

Based on Howard Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.