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Jaffetilchin Investment Partners’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Jaffetilchin Investment Partners’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 		$412K Buy
3,003
+13
+0.4% +$1.8K 0.02% 297
2025
Q4 		$392K Sell
2,990
-6
-0.2% -$778 0.02% 303
2025
Q3 		$389K Buy
2,996
+17
+0.6% +$2.19K 0.02% 311
2025
Q2 		$373K Buy
2,979
+8
+0.3% +$969 0.02% 300
2025
Q1 		$365K Buy
2,971
+17
+0.6% +$2.18K 0.03% 286
2024
Q4 		$377K Buy
2,954
+43
+1% +$5.63K 0.03% 272
2024
Q3 		$362K Buy
2,911
+18
+0.6% +$2.17K 0.03% 267
2024
Q2 		$318K Buy
2,893
+21
+0.7% +$2.28K 0.03% 276
2024
Q1 		$322K Buy
2,872
+13
+0.5% +$1.41K 0.03% 277
2023
Q4 		$322K Buy
2,859
+19
+0.7% +$1.94K 0.03% 273
2023
Q3 		$281K Buy
2,840
+16
+0.6% +$1.67K 0.03% 269
2023
Q2 		$292K Buy
2,824
+15
+0.5% +$1.53K 0.03% 288
2023
Q1 		$295K Buy
2,809
+20
+0.7% +$2.2K 0.03% 289
2022
Q4 		$300K Buy
2,789
+19
+0.7% +$2.06K 0.04% 275
2022
Q3 		$273K Buy
2,770
+14
+0.5% +$1.51K 0.04% 267
2022
Q2 		$287K Buy
2,756
+15
+0.5% +$1.62K 0.03% 257
2022
Q1 		$287K Buy
2,741
+10
+0.4% +$1.15K 0.03% 269
2021
Q4 		$326K Buy
2,731
+16
+0.6% +$1.88K 0.03% 267
2021
Q3 		$305K Sell
2,715
-2,636
-49% -$297K 0.03% 271
2021
Q2 		$557K Buy
5,351
+2,663
+99% +$304K 0.04% 238
2021
Q1 		$300K Buy
2,688
+39
+1% +$4.14K 0.04% 266
2020
Q4 		$253K Buy
+2,649
New +$230K 0.04% 240

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 $347M AUM 9.29% 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

Jaffetilchin Investment Partners's SMLV Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.43% in Q1 2026, buying an estimated $1.8K and bringing the position to 3,003 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #297.

Jaffetilchin Investment Partners first reported a position in SMLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $557K in Q2 2021. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • Jaffetilchin Investment Partners held 3,003 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $412K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 13 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $1.8K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #297 holding.
  • Jaffetilchin Investment Partners 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.
  • Jaffetilchin Investment Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $557K in Q2 2021.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.