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

McAdam LLC’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 		$556K Sell
3,535
-315
-8% -$46.5K 0.02% 257
2026
Q1 		$528K Buy
3,850
+391
+11% +$54.3K 0.02% 238
2025
Q4 		$454K Buy
3,459
+302
+10% +$39.2K 0.02% 251
2025
Q3 		$410K Buy
3,157
+169
+6% +$21.8K 0.02% 241
2025
Q2 		$374K Buy
2,988
+157
+6% +$19K 0.02% 246
2025
Q1 		$348K Sell
2,831
-148
-5% -$19K 0.02% 235
2024
Q4 		$380K Buy
2,979
+151
+5% +$19.8K 0.02% 236
2024
Q3 		$351K Buy
2,828
+361
+15% +$43.6K 0.02% 232
2024
Q2 		$271K Buy
2,467
+349
+16% +$37.9K 0.02% 256
2024
Q1 		$237K Buy
+2,118
New +$230K 0.02% 263

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

McAdam LLC's SMLV Position: Q2 2026 in Review

McAdam LLC reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 8.2% in Q2 2026, selling an estimated $46.5K and leaving 3,535 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #257.

McAdam LLC first reported a position in SMLV in Q1 2024 and has held it in 10 quarters since. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

  • McAdam LLC held 3,535 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $556K as of Q2 2026.
  • McAdam LLC sold 315 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $46.5K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #257 holding.
  • McAdam LLC first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.