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IAG Wealth Partners’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

IAG Wealth Partners’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 		$1.64M Sell
11,994
-534
-4% -$74.1K 0.18% 61
2025
Q4 		$1.64M Sell
12,528
-269
-2% -$34.9K 0.19% 59
2025
Q3 		$1.66M Sell
12,797
-483
-4% -$62.3K 0.2% 58
2025
Q2 		$1.66M Sell
13,280
-706
-5% -$85.5K 0.22% 56
2025
Q1 		$1.72M Sell
13,986
-2,078
-13% -$267K 0.27% 49
2024
Q4 		$2.05M Sell
16,064
-1,375
-8% -$180K 0.36% 44
2024
Q3 		$2.17M Sell
17,439
-71
-0.4% -$8.58K 0.4% 40
2024
Q2 		$1.93M Sell
17,510
-374
-2% -$40.6K 0.39% 36
2024
Q1 		$2M Sell
17,884
-953
-5% -$104K 0.43% 35
2023
Q4 		$2.12M Sell
18,837
-571
-3% -$58.2K 0.48% 34
2023
Q3 		$1.92M Sell
19,408
-717
-4% -$74.9K 0.54% 31
2023
Q2 		$2.08M Sell
20,125
-1,237
-6% -$126K 0.55% 31
2023
Q1 		$2.25M Sell
21,362
-754
-3% -$82.8K 0.62% 30
2022
Q4 		$2.38M Sell
22,116
-440
-2% -$47.6K 0.7% 27
2022
Q3 		$2.23M Sell
22,556
-644
-3% -$69.3K 0.74% 27
2022
Q2 		$2.42M Sell
23,200
-1,124
-5% -$122K 0.79% 26
2022
Q1 		$2.78M Sell
24,324
-927
-4% -$106K 0.87% 22
2021
Q4 		$3.02M Sell
25,251
-9,143
-27% -$1.07M 0.97% 21
2021
Q3 		$3.86M Buy
34,394
+547
+2% +$61.6K 1.37% 16
2021
Q2 		$3.81M Sell
33,847
-1,571
-4% -$180K 1.37% 18
2021
Q1 		$3.95M Sell
35,418
-1,141
-3% -$121K 1.5% 16
2020
Q4 		$3.5M Buy
36,559
+3
+0% +$261 1.43% 15
2020
Q3 		$2.77M Buy
36,556
+2,680
+8% +$208K 1.28% 17
2020
Q2 		$2.59M Buy
33,876
+8,213
+32% +$591K 1.25% 17
2020
Q1 		$1.7M Buy
25,663
+14,311
+126% +$1.28M 1.13% 18
2019
Q4 		$1.14M Buy
+11,352
New +$1.11M 0.74% 24

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

IAG Wealth Partners's SMLV Position: Q1 2026 in Review

IAG Wealth Partners reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 4.3% in Q1 2026, selling an estimated $74.1K and leaving 11,994 shares worth $1.64M. The position accounts for 0.18% of the portfolio, ranked #61.

IAG Wealth Partners first reported a position in SMLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.95M in Q1 2021. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • IAG Wealth Partners held 11,994 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $1.64M as of Q1 2026.
  • IAG Wealth Partners sold 534 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $74.1K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.18% of IAG Wealth Partners's portfolio in Q1 2026, its #61 holding.
  • IAG Wealth Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $3.95M in Q1 2021.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.