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

NewEdge 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 Q2	$1.36M	Sell	8,657 -900	-9%	-$133K	﹤0.01%	1455
2026 Q1	$1.31M	Buy	9,557 +4,109	+75%	+$570K	﹤0.01%	1342
2025 Q4	$714K	Buy	5,448 +20	+0.4%	+$2.59K	﹤0.01%	1702
2025 Q3	$704K	Sell	5,428 -334	-6%	-$43.1K	﹤0.01%	1613
2025 Q2	$721K	Buy	5,762 +798	+16%	+$96.6K	﹤0.01%	1471
2025 Q1	$610K	Buy	4,964 +1,363	+38%	+$175K	﹤0.01%	1475
2024 Q4	$460K	Buy	+3,601	New	+$471K	﹤0.01%	1613

Other funds holding SMLV

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

McKinney Capital Management Houston, Texas $254M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors's SMLV Position: Q2 2026 in Review

NewEdge Advisors reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 9.4% in Q2 2026, selling an estimated $133K and leaving 8,657 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

NewEdge Advisors first reported a position in SMLV in Q4 2024 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

NewEdge Advisors held 8,657 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $1.36M as of Q2 2026.
NewEdge Advisors sold 900 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $133K.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1455 holding.
NewEdge Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2024 and has held it in 7 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.