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

Navis Wealth Advisors's SMLV Position: Q2 2026 in Review

Navis Wealth Advisors increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.6% in Q2 2026, buying an estimated $5.46K and bringing the position to 6,206 shares worth $977K. The position accounts for 0.37% of the portfolio, ranked #58.

Navis Wealth Advisors first reported a position in SMLV in Q4 2023 and has held it in 11 quarters since. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

• Navis Wealth Advisors held 6,206 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $977K as of Q2 2026.
• Navis Wealth Advisors bought 37 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $5.46K.
• State Street SPDR US Small Cap Low Volatility Index ETF made up 0.37% of Navis Wealth Advisors's portfolio in Q2 2026, its #58 holding.
• Navis Wealth Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2023 and has held it in 11 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 Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.