Northwestern Mutual Wealth Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Northwestern Mutual Wealth Management’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
2025 Q1	–	Sell	-3	Closed	-$383	–	3922
2024 Q4	$383	Buy	+3	New	+$393	﹤0.01%	3406
2023 Q2	–	Sell	-154	Closed	-$16.2K	–	3587
2023 Q1	$16.2K	Buy	+154	New	+$16.9K	﹤0.01%	2335
2022 Q1	–	Sell	-64	Closed	-$8K	–	3373
2021 Q4	$8K	Buy	+64	New	+$7.5K	﹤0.01%	2643
2018 Q1	–	Sell	-16	Closed	-$1K	–	2409
2017 Q4	$1K	Buy	+16	New	+$1.53K	﹤0.01%	2250
2017 Q3	–	Sell	-626	Closed	-$58K	–	2257
2017 Q2	$58K	Buy	+626	New	+$57.4K	﹤0.01%	1041
2017 Q1	–	Sell	-324	Closed	-$30K	–	2362
2016 Q4	$30K	Buy	+324	New	+$28.2K	﹤0.01%	1204
2016 Q3	–	Sell	-6	Closed	–	–	1322
2016 Q2	$0	Hold	6	–	–	﹤0.01%	2236
2016 Q1	$0	Buy	+6	New	+$430	﹤0.01%	2278

Other funds holding SMLV

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management's SMLV Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2025, closing a stake of 3 shares — an estimated $383 sold.

Northwestern Mutual Wealth Management first reported a position in SMLV in Q1 2016 and held it in 8 quarters. The position peaked at $58K in Q2 2017. 84 funds tracked by Wall St. Rank hold SMLV as of Q1 2025.

Northwestern Mutual Wealth Management reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 3 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2025, an estimated $383.
Northwestern Mutual Wealth Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2016 and held it in 8 quarters.
Northwestern Mutual Wealth Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $58K in Q2 2017.
84 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.