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

IHT Wealth 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 Q2	$299K	Buy	1,902 +8	+0.4%	+$1.18K	0.01%	1013
2026 Q1	$260K	Sell	1,894 -23	-1%	-$3.19K	0.01%	1060
2025 Q4	$251K	Sell	1,917 -86	-4%	-$11.2K	0.01%	1025
2025 Q3	$260K	Buy	2,003 +12	+0.6%	+$1.55K	0.01%	996
2025 Q2	$249K	Buy	1,991 +12	+0.6%	+$1.45K	0.01%	976
2025 Q1	$243K	Buy	1,979 +12	+0.6%	+$1.54K	0.01%	942
2024 Q4	$251K	Buy	1,967 +15	+0.8%	+$1.96K	0.01%	924
2024 Q3	$243K	Sell	1,952 -58	-3%	-$7.01K	0.01%	1005
2024 Q2	$221K	Buy	+2,010	New	+$218K	0.01%	916

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

IHT Wealth Management's SMLV Position: Q2 2026 in Review

IHT Wealth Management increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.42% in Q2 2026, buying an estimated $1.18K and bringing the position to 1,902 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #1013.

IHT Wealth Management first reported a position in SMLV in Q2 2024 and has held it in 9 quarters since. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

IHT Wealth Management held 1,902 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $299K as of Q2 2026.
IHT Wealth Management bought 8 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $1.18K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1013 holding.
IHT Wealth Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2024 and has held it in 9 quarters since.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.