Mariner
SMLV icon

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

Mariner’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
Q1 		$249K Hold
1,817
– – ﹤0.01% 3030
2025
Q4 		$238K Sell
1,817
-233
-11% -$30.2K ﹤0.01% 3036
2025
Q3 		$266K Buy
+2,050
New +$264K ﹤0.01% 2921
2024
Q4 		– Sell
-30,401
Closed -$3.78M – 3499
2024
Q3 		$3.78M Buy
+30,401
New +$3.67M 0.01% 887

Other funds holding SMLV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner's SMLV Position: Q1 2026 in Review

Mariner held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q1 2026 at 1,817 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #3030.

Mariner first reported a position in SMLV in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.78M in Q3 2024. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • Mariner held 1,817 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $249K as of Q1 2026.
  • Mariner left its State Street SPDR US Small Cap Low Volatility Index ETF share count unchanged in Q1 2026.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #3030 holding.
  • Mariner first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2024 and has held it in 4 quarters since.
  • Mariner's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $3.78M in Q3 2024.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.