N.E.W. Advisory Services’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.3K Buy
116
+1
+0.9% +$148 ﹤0.01% 553
2026
Q1
$15.8K Hold
115
﹤0.01% 542
2025
Q4
$15K Buy
115
+1
+0.9% +$130 ﹤0.01% 550
2025
Q3
$14.8K Buy
114
+1
+0.9% +$129 ﹤0.01% 514
2025
Q2
$14.2K Buy
113
+1
+0.9% +$121 ﹤0.01% 512
2025
Q1
$13.8K Buy
+112
New +$14.4K ﹤0.01% 553

Other funds holding SMLV

N.E.W. Advisory Services's SMLV Position: Q2 2026 in Review

N.E.W. Advisory Services increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.87% in Q2 2026, buying an estimated $148 and bringing the position to 116 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

N.E.W. Advisory Services first reported a position in SMLV in Q1 2025 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

  • N.E.W. Advisory Services held 116 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $18.3K as of Q2 2026.
  • N.E.W. Advisory Services bought 1 State Street SPDR US Small Cap Low Volatility Index ETF share in Q2 2026, an estimated $148.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #553 holding.
  • N.E.W. Advisory Services first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2025 and has held it in 6 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 N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.