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 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IHT Wealth Management's SMLV Position: Q1 2026 in Review

IHT Wealth Management reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 1.2% in Q1 2026, selling an estimated $3.19K and leaving 1,894 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #1060.

IHT Wealth Management first reported a position in SMLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $260K in Q3 2025. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

IHT Wealth Management held 1,894 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $260K as of Q1 2026.
IHT Wealth Management sold 23 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $3.19K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1060 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 8 quarters since.
IHT Wealth Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $260K in Q3 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 IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.