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

Insight Advisors’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 		$1.19M Sell
8,645
-14
-0.2% -$1.94K 0.23% 66
2025
Q4 		$1.14M Buy
8,659
+109
+1% +$14.1K 0.17% 89
2025
Q3 		$1.11M Buy
8,550
+70
+0.8% +$9.03K 0.17% 91
2025
Q2 		$1.06M Sell
8,480
-343
-4% -$41.5K 0.17% 89
2025
Q1 		$1.08M Sell
8,823
-489
-5% -$62.8K 0.19% 81
2024
Q4 		$1.19M Sell
9,312
-499
-5% -$65.3K 0.2% 77
2024
Q3 		$1.22M Buy
9,811
+173
+2% +$20.9K 0.21% 77
2024
Q2 		$1.06M Buy
9,638
+360
+4% +$39.1K 0.19% 84
2024
Q1 		$1.04M Buy
9,278
+300
+3% +$32.6K 0.2% 87
2023
Q4 		$1.01M Buy
8,978
+180
+2% +$18.3K 0.21% 81
2023
Q3 		$870K Buy
8,798
+63
+0.7% +$6.58K 0.2% 90
2023
Q2 		$902K Buy
8,735
+31
+0.4% +$3.15K 0.2% 86
2023
Q1 		$915K Buy
8,704
+104
+1% +$11.4K 0.21% 78
2022
Q4 		$927K Sell
8,600
-104
-1% -$11.2K 0.32% 76
2022
Q3 		$859K Buy
8,704
+109
+1% +$11.7K 0.34% 82
2022
Q2 		$945K Sell
8,595
-307
-3% -$33.2K 0.32% 85
2022
Q1 		$1.02M Buy
8,902
+180
+2% +$20.6K 0.3% 91
2021
Q4 		$1.04M Buy
8,722
+12
+0.1% +$1.41K 0.31% 83
2021
Q3 		$1.04M Buy
8,710
+463
+6% +$52.2K 0.31% 86
2021
Q2 		$924K Buy
8,247
+419
+5% +$47.9K 0.29% 89
2021
Q1 		$892K Sell
7,828
-661
-8% -$70.2K 0.28% 99
2020
Q4 		$812K Buy
+8,489
New +$738K 0.31% 90

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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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

Insight Advisors's SMLV Position: Q1 2026 in Review

Insight Advisors reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.16% in Q1 2026, selling an estimated $1.94K and leaving 8,645 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #66.

Insight Advisors first reported a position in SMLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.22M in Q3 2024. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • Insight Advisors held 8,645 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $1.19M as of Q1 2026.
  • Insight Advisors sold 14 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $1.94K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.23% of Insight Advisors's portfolio in Q1 2026, its #66 holding.
  • Insight Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.22M in Q3 2024.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.