Kestra Advisory Services’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$293K Buy
+1,859
New +$275K ﹤0.01% 2797
2026
Q1
Sell
-927
Closed -$122K 4230
2025
Q4
$122K Buy
+927
New +$120K ﹤0.01% 3269
2025
Q1
Sell
-1,714
Closed -$219K 2891
2024
Q4
$219K Sell
1,714
-11,549
-87% -$1.51M ﹤0.01% 2431
2024
Q3
$1.65M Sell
13,263
-34,906
-72% -$4.22M 0.01% 1062
2024
Q2
$5.3M Sell
48,169
-394
-0.8% -$42.8K 0.03% 571
2024
Q1
$5.44M Buy
48,563
+4,022
+9% +$437K 0.04% 495
2023
Q4
$5.01M Buy
44,541
+3,276
+8% +$334K 0.04% 448
2023
Q3
$4.08M Buy
41,265
+5,753
+16% +$601K 0.04% 452
2023
Q2
$3.67M Buy
35,512
+3,922
+12% +$399K 0.04% 471
2023
Q1
$3.32M Buy
31,590
+293
+0.9% +$32.2K 0.04% 475
2022
Q4
$3.37M Sell
31,297
-39
-0.1% -$4.22K 0.03% 553
2022
Q3
$3.09M Buy
31,336
+2,124
+7% +$229K 0.03% 510
2022
Q2
$3.05M Buy
+29,212
New +$3.16M 0.03% 517

Other funds holding SMLV

Kestra Advisory Services's SMLV Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2026: 1,859 shares worth $293K. The stake represents ﹤0.01% of the portfolio and ranks #2797 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in SMLV as recently as Q4 2025.

Kestra Advisory Services first reported a position in SMLV in Q2 2022 and has held it in 13 quarters since. The position peaked at $5.44M in Q1 2024. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

  • Kestra Advisory Services held 1,859 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $293K as of Q2 2026.
  • State Street SPDR US Small Cap Low Volatility Index ETF was a new Kestra Advisory Services position in Q2 2026.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2797 holding.
  • Kestra Advisory Services first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2022 and has held it in 13 quarters since.
  • Kestra Advisory Services's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $5.44M in Q1 2024.
  • 100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.