Level Four 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
$227K Buy
+1,445
New +$213K 0.01% 851
2022
Q2
Sell
-2,247
Closed -$257K 646
2022
Q1
$257K Sell
2,247
-1,619
-42% -$186K 0.02% 546
2021
Q4
$462K Sell
3,866
-135
-3% -$15.8K 0.04% 415
2021
Q3
$449K Buy
4,001
+360
+10% +$40.6K 0.05% 309
2021
Q2
$410K Sell
3,641
-1,417
-28% -$162K 0.03% 456
2021
Q1
$564K Sell
5,058
-331
-6% -$35.2K 0.04% 361
2020
Q4
$516K Hold
5,389
0.04% 363
2020
Q3
$408K Sell
5,389
-130
-2% -$10.1K 0.03% 383
2020
Q2
$420K Buy
+5,519
New +$397K 0.03% 397

Other funds holding SMLV

Level Four Advisory Services's SMLV Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2026: 1,445 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #851 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in SMLV as recently as Q1 2022.

Level Four Advisory Services first reported a position in SMLV in Q2 2020 and has held it in 9 quarters since. The position peaked at $564K in Q1 2021. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

  • Level Four Advisory Services held 1,445 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $227K as of Q2 2026.
  • State Street SPDR US Small Cap Low Volatility Index ETF was a new Level Four Advisory Services position in Q2 2026.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #851 holding.
  • Level Four Advisory Services first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2020 and has held it in 9 quarters since.
  • Level Four Advisory Services's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $564K in Q1 2021.
  • 100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.