IFP Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $144K | Hold |
1,052
| – | – | ﹤0.01% | 1586 |
|
|
2025
Q4 | $138K | Hold |
1,052
| – | – | ﹤0.01% | 1589 |
|
|
2025
Q3 | $136K | Hold |
1,052
| – | – | ﹤0.01% | 1494 |
|
|
2025
Q2 | $132K | Hold |
1,052
| – | – | ﹤0.01% | 1485 |
|
|
2025
Q1 | $129K | Hold |
1,052
| – | – | ﹤0.01% | 1390 |
|
|
2024
Q4 | $134K | Buy |
1,052
+159
| +18% | +$20.8K | ﹤0.01% | 1320 |
|
|
2024
Q3 | $111K | Hold |
893
| – | – | ﹤0.01% | 1350 |
|
|
2024
Q2 | $98.2K | Buy |
893
+137
| +18% | +$14.9K | ﹤0.01% | 1381 |
|
|
2024
Q1 | $84.7K | Buy |
756
+150
| +25% | +$16.3K | ﹤0.01% | 1358 |
|
|
2023
Q4 | $68.2K | Hold |
606
| – | – | ﹤0.01% | 1419 |
|
|
2023
Q3 | $59.9K | Hold |
606
| – | – | ﹤0.01% | 1484 |
|
|
2023
Q2 | $62.6K | Hold |
606
| – | – | ﹤0.01% | 1516 |
|
|
2023
Q1 | $57.1K | Buy |
+606
| New | +$66.6K | ﹤0.01% | 1511 |
|
|
2022
Q4 | – | Sell |
-1,616
| Closed | -$152K | – | 4817 |
|
|
2022
Q3 | $152K | Buy |
+1,616
| New | +$174K | ﹤0.01% | 1583 |
|
|
2020
Q4 | – | Sell |
-84
| Closed | -$7.3K | – | 3078 |
|
|
2020
Q3 | $6K | Sell |
84
-29
| -26% | -$2.25K | ﹤0.01% | 2121 |
|
|
2020
Q2 | $9K | Hold |
113
| – | – | ﹤0.01% | 1874 |
|
|
2020
Q1 | $8K | Buy |
113
+30
| +36% | +$2.68K | ﹤0.01% | 1890 |
|
|
2019
Q4 | $8K | Sell |
83
-5
| -6% | -$489 | ﹤0.01% | 2028 |
|
|
2019
Q3 | $8K | Buy |
+88
| New | +$8.24K | ﹤0.01% | 2179 |
|
|
2019
Q1 | $10K | Sell |
111
-542
| -83% | -$49K | ﹤0.01% | 1613 |
|
|
2018
Q4 | $54K | Buy |
653
+139
| +27% | +$12.5K | ﹤0.01% | 1567 |
|
|
2018
Q3 | $50K | Hold |
514
| – | – | ﹤0.01% | 1900 |
|
|
2018
Q2 | $49K | Sell |
514
-263
| -34% | -$24.3K | ﹤0.01% | 1928 |
|
|
2018
Q1 | $71K | Hold |
777
| – | – | ﹤0.01% | 1599 |
|
|
2017
Q4 | $71K | Sell |
777
-200
| -20% | -$19.2K | ﹤0.01% | 1612 |
|
|
2017
Q3 | $94K | Buy |
977
+514
| +111% | +$47.3K | ﹤0.01% | 1595 |
|
|
2017
Q2 | $43K | Hold |
463
| – | – | ﹤0.01% | 2072 |
|
|
2017
Q1 | $42K | Hold |
463
| – | – | ﹤0.01% | 2033 |
|
|
2016
Q4 | $43K | Hold |
463
| – | – | ﹤0.01% | 1985 |
|
|
2016
Q3 | $38K | Hold |
463
| – | – | ﹤0.01% | 1985 |
|
|
2016
Q2 | $36K | Buy |
463
+352
| +317% | +$27.1K | ﹤0.01% | 1971 |
|
|
2016
Q1 | $10K | Sell |
111
-89
| -45% | -$6.37K | ﹤0.01% | 1611 |
|
|
2015
Q4 | $15K | Buy |
+200
| New | +$15.2K | ﹤0.01% | 2343 |
|
Other funds holding SMLV
DC
IC
RCP
IFP Advisors's SMLV Position: Q1 2026 in Review
IFP Advisors held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q1 2026 at 1,052 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.
IFP Advisors first reported a position in SMLV in Q4 2015 and has held it in 33 quarters since. The position peaked at $152K in Q3 2022. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.
- IFP Advisors held 1,052 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $144K as of Q1 2026.
- IFP Advisors left its State Street SPDR US Small Cap Low Volatility Index ETF share count unchanged in Q1 2026.
- State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1586 holding.
- IFP Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2015 and has held it in 33 quarters since.
- IFP Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $152K in Q3 2022.
- 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.