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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
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

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

McAdam LLC's SMLV Position: Q1 2026 in Review

McAdam LLC increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 11% in Q1 2026, buying an estimated $54.3K and bringing the position to 3,850 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #238.

McAdam LLC first reported a position in SMLV in Q1 2024 and has held it in 9 quarters since. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • McAdam LLC held 3,850 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $528K as of Q1 2026.
  • McAdam LLC bought 391 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $54.3K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.02% of McAdam LLC's portfolio in Q1 2026, its #238 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 9 quarters since.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.