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SMLV icon

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
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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AQR Capital Management
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's SMLV Position: Q1 2026 in Review

NewEdge Advisors increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 75% in Q1 2026, buying an estimated $570K and bringing the position to 9,557 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

NewEdge 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.

  • NewEdge Advisors held 9,557 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $1.31M as of Q1 2026.
  • NewEdge Advisors bought 4,109 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $570K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1342 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 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 NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.