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
Q2 		– Sell
-1,817
Closed -$249K – 3874
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

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
McKinney Capital Management Houston, Texas $254M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mariner's SMLV Position: Q2 2026 in Review

Mariner sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2026, closing a stake of 1,817 shares — an estimated $249K sold.

Mariner first reported a position in SMLV in Q3 2024 and held it in 4 quarters. The position peaked at $3.78M in Q3 2024. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

  • Mariner reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2026 after selling out during the quarter.
  • Mariner sold 1,817 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $249K.
  • Mariner first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2024 and held it in 4 quarters.
  • Mariner's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $3.78M in Q3 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 Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.