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

John Overdeck’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	$1.87M	Buy	11,900 +6,600	+125%	+$975K	﹤0.01%	3047
2026 Q1	$727K	Hold	5,300	–	–	﹤0.01%	3470
2025 Q4	$695K	Sell	5,300 -1,300	-20%	-$169K	﹤0.01%	3146
2025 Q3	$856K	Sell	6,600 -800	-11%	-$103K	﹤0.01%	2682
2025 Q2	$926K	Sell	7,400 -3,000	-29%	-$363K	﹤0.01%	2294
2025 Q1	$1.28M	Buy	10,400 +4,700	+82%	+$603K	﹤0.01%	2029
2024 Q4	$728K	Sell	5,700 -3,100	-35%	-$406K	﹤0.01%	2356
2024 Q3	$1.09M	Buy	+8,800	New	+$1.06M	﹤0.01%	2070

Other funds holding SMLV

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

McKinney Capital Management Houston, Texas $254M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

John Overdeck's SMLV Position: Q2 2026 in Review

John Overdeck increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 125% in Q2 2026, buying an estimated $975K and bringing the position to 11,900 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #3047.

John Overdeck first reported a position in SMLV in Q3 2024 and has held it in 8 quarters since. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

John Overdeck held 11,900 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $1.87M as of Q2 2026.
John Overdeck bought 6,600 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $975K.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3047 holding.
John Overdeck first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2024 and has held it in 8 quarters since.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.