OneAscent Financial Services
SMLV icon

OneAscent Financial Services’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

OneAscent Financial Services’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
Q3 		$3.4M Buy
+22,676
New +$3.58M 0.21% 86

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Cambridge Investment Research Advisors
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LPL Financial
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Roan Capital Partners
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
McNaughton Wealth Management
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
Johnson & White Wealth Management
Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return

OneAscent Financial Services's SMLV Position: Q3 2026 in Review

OneAscent Financial Services opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2026: 22,676 shares worth $3.4M. The stake represents 0.21% of the portfolio and ranks #86 among its holdings.

61 funds tracked by Wall St. Rank hold SMLV as of Q3 2026.

  • OneAscent Financial Services held 22,676 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $3.4M as of Q3 2026.
  • State Street SPDR US Small Cap Low Volatility Index ETF was a new OneAscent Financial Services position in Q3 2026.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.21% of OneAscent Financial Services's portfolio in Q3 2026, its #86 holding.
  • 61 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.