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

OneDigital Investment 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
2025
Q1 		– Sell
-4,283
Closed -$547K – 1487
2024
Q4 		$547K Sell
4,283
-345
-7% -$45.2K 0.01% 857
2024
Q3 		$575K Sell
4,628
-335
-7% -$40.5K 0.01% 888
2024
Q2 		$546K Sell
4,963
-120
-2% -$13K 0.01% 864
2024
Q1 		$569K Buy
5,083
+18
+0.4% +$1.96K 0.01% 693
2023
Q4 		$570K Buy
5,065
+39
+0.8% +$3.98K 0.01% 667
2023
Q3 		$497K Buy
5,026
+6
+0.1% +$627 0.01% 648
2023
Q2 		$519K Buy
5,020
+167
+3% +$17K 0.01% 627
2023
Q1 		$510K Sell
4,853
-42
-0.9% -$4.61K 0.01% 610
2022
Q4 		$527K Sell
4,895
-17
-0.3% -$1.84K 0.02% 510
2022
Q3 		$485K Buy
4,912
+14
+0.3% +$1.51K 0.02% 466
2022
Q2 		$511K Buy
4,898
+355
+8% +$38.4K 0.02% 407
2022
Q1 		$519K Sell
4,543
-33
-0.7% -$3.78K 0.02% 433
2021
Q4 		$547K Buy
4,576
+107
+2% +$12.5K 0.02% 423
2021
Q3 		$501K Sell
4,469
-313
-7% -$35.3K 0.02% 412
2021
Q2 		$538K Sell
4,782
-1,112
-19% -$127K 0.02% 393
2021
Q1 		$657K Sell
5,894
-660
-10% -$70.1K 0.03% 323
2020
Q4 		$627K Buy
6,554
+249
+4% +$21.6K 0.03% 310
2020
Q3 		$478K Buy
6,305
+541
+9% +$42.1K 0.03% 320
2020
Q2 		$440K Buy
5,764
+100
+2% +$7.2K 0.03% 342
2020
Q1 		$374K Buy
5,664
+771
+16% +$68.9K 0.03% 324
2019
Q4 		$490K Buy
4,893
+1,865
+62% +$182K 0.04% 307
2019
Q3 		$288K Buy
+3,028
New +$284K 0.03% 395

Other funds holding SMLV

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OneDigital Investment Advisors's SMLV Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2025, closing a stake of 4,283 shares — an estimated $547K sold.

OneDigital Investment Advisors first reported a position in SMLV in Q3 2019 and held it in 22 quarters. The position peaked at $657K in Q1 2021. 84 funds tracked by Wall St. Rank hold SMLV as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,283 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2025, an estimated $547K.
  • OneDigital Investment Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2019 and held it in 22 quarters.
  • OneDigital Investment Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $657K in Q1 2021.
  • 84 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.