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

Libra Wealth’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	$230K	Hold	1,463	–	–	0.06%	65
2026 Q1	$201K	Buy	+1,463	New	+$203K	0.06%	66
2023 Q1	–	Sell	-1,463	Closed	-$157M	–	51
2022 Q4	$157M	Buy	+1,463	New	+$158K	4.31%	5

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

Libra Wealth's SMLV Position: Q2 2026 in Review

Libra Wealth held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q2 2026 at 1,463 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #65.

Libra Wealth first reported a position in SMLV in Q4 2022 and has held it in 3 quarters since. The position peaked at $157M in Q4 2022. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Libra Wealth held 1,463 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $230K as of Q2 2026.
Libra Wealth left its State Street SPDR US Small Cap Low Volatility Index ETF share count unchanged in Q2 2026.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.06% of Libra Wealth's portfolio in Q2 2026, its #65 holding.
Libra Wealth first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2022 and has held it in 3 quarters since.
Libra Wealth's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $157M in Q4 2022.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Libra Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.