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

Kestra Private Wealth Services’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
2025
Q4 		– Sell
-1,702
Closed -$221K – 1802
2025
Q3 		$221K Buy
+1,702
New +$220K ﹤0.01% 1521

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IC
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LPL Financial
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Cetera Investment Advisers
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $71.6B AUM 21.08% 1-Year Est. Return

Kestra Private Wealth Services's SMLV Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2025, closing a stake of 1,702 shares — an estimated $221K sold.

Kestra Private Wealth Services first reported a position in SMLV in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 94 funds tracked by Wall St. Rank hold SMLV as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,702 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2025, an estimated $221K.
  • Kestra Private Wealth Services first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2025 and held it in 1 quarter.
  • Kestra Private Wealth Services's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $221K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.