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 Q2	$1.83M	Sell	11,606 -388	-3%	-$57.3K	0.18%	61
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

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

IAG Wealth Partners's SMLV Position: Q2 2026 in Review

IAG Wealth Partners reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 3.2% in Q2 2026, selling an estimated $57.3K and leaving 11,606 shares worth $1.83M. 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 27 quarters since. The position peaked at $3.95M in Q1 2021. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

IAG Wealth Partners held 11,606 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $1.83M as of Q2 2026.
IAG Wealth Partners sold 388 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $57.3K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.18% of IAG Wealth Partners's portfolio in Q2 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 27 quarters since.
IAG Wealth Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $3.95M in Q1 2021.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.