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

NorthRock Partners’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 		$1.48M Buy
10,812
+1
+0% +$139 0.02% 243
2025
Q4 		$1.42M Buy
10,811
+1,390
+15% +$180K 0.02% 231
2025
Q3 		$1.22M Buy
+9,421
New +$1.22M 0.02% 302

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

NorthRock Partners's SMLV Position: Q1 2026 in Review

NorthRock Partners increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.01% in Q1 2026, buying an estimated $139 and bringing the position to 10,812 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #243.

NorthRock Partners first reported a position in SMLV in Q3 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • NorthRock Partners held 10,812 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $1.48M as of Q1 2026.
  • NorthRock Partners bought 1 State Street SPDR US Small Cap Low Volatility Index ETF share in Q1 2026, an estimated $139.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.02% of NorthRock Partners's portfolio in Q1 2026, its #243 holding.
  • NorthRock Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2025 and has held it in 3 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 NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.