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

Integrated Wealth Concepts’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 		$1.79M Buy
+11,367
New +$1.68M 0.01% 1017

Other funds holding SMLV

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
McKinney Capital Management Houston, Texas $254M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Integrated Wealth Concepts's SMLV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2026: 11,367 shares worth $1.79M. The stake represents 0.01% of the portfolio and ranks #1017 among its holdings.

100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

  • Integrated Wealth Concepts held 11,367 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $1.79M as of Q2 2026.
  • State Street SPDR US Small Cap Low Volatility Index ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1017 holding.
  • 100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.