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

Medallion Wealth Advisors’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	$34.3K	Hold	250	–	–	0.01%	547
2025 Q4	$32.8K	Hold	250	–	–	0.01%	546
2025 Q3	$32.4K	Hold	250	–	–	0.01%	546
2025 Q2	$31.8K	Hold	250	–	–	0.01%	545
2025 Q1	$30.8K	Hold	250	–	–	0.01%	511
2024 Q4	$31.9K	Buy	+250	New	+$32.7K	0.02%	479

Other funds holding SMLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Medallion Wealth Advisors's SMLV Position: Q1 2026 in Review

Medallion Wealth Advisors held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q1 2026 at 250 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #547.

Medallion Wealth Advisors first reported a position in SMLV in Q4 2024 and has held it in 6 quarters since. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

Medallion Wealth Advisors held 250 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $34.3K as of Q1 2026.
Medallion Wealth Advisors 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 Medallion Wealth Advisors's portfolio in Q1 2026, its #547 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2024 and has held it in 6 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 Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.