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

IEQ Capital’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 		$8.5M Sell
62,018
-4,824
-7% -$669K 0.04% 392
2025
Q4 		$8.76M Hold
66,842
– – 0.03% 378
2025
Q3 		$8.67M Buy
66,842
+10,817
+19% +$1.4M 0.03% 362
2025
Q2 		$7.01M Hold
56,025
– – 0.04% 334
2025
Q1 		$6.88M Hold
56,025
– – 0.05% 264
2024
Q4 		$7.15M Buy
+56,025
New +$7.33M 0.07% 195

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IEQ Capital's SMLV Position: Q1 2026 in Review

IEQ Capital reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 7.2% in Q1 2026, selling an estimated $669K and leaving 62,018 shares worth $8.5M. The position accounts for 0.04% of the portfolio, ranked #392.

IEQ Capital first reported a position in SMLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.76M in Q4 2025. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • IEQ Capital held 62,018 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $8.5M as of Q1 2026.
  • IEQ Capital sold 4,824 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $669K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.04% of IEQ Capital's portfolio in Q1 2026, its #392 holding.
  • IEQ Capital first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2024 and has held it in 6 quarters since.
  • IEQ Capital's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $8.76M in Q4 2025.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.