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International Assets Investment Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

International Assets Investment 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 		$31.7K Hold
200
– – ﹤0.01% 1459
2026
Q1 		$27.6K Hold
200
– – ﹤0.01% 1395
2025
Q4 		$26.2K Buy
+200
New +$25.9K ﹤0.01% 1403
2024
Q3 		– Sell
-425
Closed -$46.8K – 2530
2024
Q2 		$46.8K Buy
+425
New +$46.1K ﹤0.01% 1202

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
MCM
McKinney Capital Management Houston, Texas $254M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

International Assets Investment Management's SMLV Position: Q2 2026 in Review

International Assets Investment Management held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q2 2026 at 200 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

International Assets Investment Management first reported a position in SMLV in Q2 2024 and has held it in 4 quarters since. The position peaked at $46.8K in Q2 2024. 71 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

  • International Assets Investment Management held 200 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $31.7K as of Q2 2026.
  • International Assets Investment Management left its State Street SPDR US Small Cap Low Volatility Index ETF share count unchanged in Q2 2026.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1459 holding.
  • International Assets Investment Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $46.8K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.