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

McNaughton Wealth Management’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	$2.9M	Sell	18,455 -365	-2%	-$53.9K	1.03%	28
2026 Q1	$2.58M	Sell	18,820 -905	-5%	-$126K	1.07%	28
2025 Q4	$2.59M	Sell	19,725 -4,458	-18%	-$578K	1.06%	28
2025 Q3	$3.14M	Buy	24,183 +766	+3%	+$98.8K	1.32%	27
2025 Q2	$2.93M	Buy	23,417 +450	+2%	+$54.5K	1.31%	26
2025 Q1	$2.82M	Sell	22,967 -65,038	-74%	-$8.35M	1.37%	22
2024 Q4	$11.2M	Sell	88,005 -933	-1%	-$122K	5.41%	7
2024 Q3	$11M	Buy	88,938 +773	+0.9%	+$93.4K	5.38%	7
2024 Q2	$9.7M	Buy	88,165 +1,948	+2%	+$211K	5.14%	7
2024 Q1	$9.66M	Buy	86,217 +2,181	+3%	+$237K	5.36%	7
2023 Q4	$9.46M	Buy	84,036 +5,994	+8%	+$611K	5.6%	7
2023 Q3	$7.72M	Buy	78,042 +4,049	+5%	+$423K	5.13%	7
2023 Q2	$7.64M	Buy	73,993 +5,775	+8%	+$588K	4.89%	7
2023 Q1	$7.17M	Buy	68,218 +666	+1%	+$73.2K	4.76%	7
2022 Q4	$7.27M	Buy	67,552 +496	+0.7%	+$53.6K	4.97%	6
2022 Q3	$6.62M	Buy	67,056 +126	+0.2%	+$13.6K	4.86%	6
2022 Q2	$6.98M	Buy	66,930 +1,564	+2%	+$169K	4.94%	5
2022 Q1	$7.46M	Buy	65,366 +2,314	+4%	+$265K	4.85%	7
2021 Q4	$7.54M	Buy	63,052 +2,414	+4%	+$283K	4.88%	7
2021 Q3	$6.8M	Sell	60,638 -896	-1%	-$101K	4.81%	7
2021 Q2	$6.93M	Buy	61,534 +508	+0.8%	+$58.1K	4.86%	6
2021 Q1	$6.8M	Sell	61,026 -3,329	-5%	-$354K	5.21%	6
2020 Q4	$6.16M	Buy	64,355 +1,500	+2%	+$130K	4.93%	6
2020 Q3	$4.76M	Buy	62,855 +1,770	+3%	+$138K	4.17%	8
2020 Q2	$4.66M	Buy	61,085 +4,002	+7%	+$288K	4.32%	8
2020 Q1	$3.77M	Buy	57,083 +7,605	+15%	+$679K	4.03%	8
2019 Q4	$4.96M	Buy	+49,478	New	+$4.83M	4.62%	6

Other funds holding SMLV

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

CWM

Clearview Wealth Management Irvine, California $156M AUM

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

McNaughton Wealth Management's SMLV Position: Q2 2026 in Review

McNaughton Wealth Management reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 1.9% in Q2 2026, selling an estimated $53.9K and leaving 18,455 shares worth $2.9M. The position accounts for 1.03% of the portfolio, ranked #28.

McNaughton Wealth Management first reported a position in SMLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.2M in Q4 2024. 12 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

McNaughton Wealth Management held 18,455 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $2.9M as of Q2 2026.
McNaughton Wealth Management sold 365 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $53.9K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 1.03% of McNaughton Wealth Management's portfolio in Q2 2026, its #28 holding.
McNaughton Wealth Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2019 and has held it in 27 quarters since.
McNaughton Wealth Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $11.2M in Q4 2024.
12 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.