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Optimist Retirement Group’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Optimist Retirement Group’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
Q2 		$208K Buy
+1,324
New +$196K 0.08% 115

Other funds holding SMLV

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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 $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
McKinney Capital Management Houston, Texas $254M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Optimist Retirement Group's SMLV Position: Q2 2026 in Review

Optimist Retirement Group opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2026: 1,324 shares worth $208K. The stake represents 0.08% of the portfolio and ranks #115 among its holdings.

100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

  • Optimist Retirement Group held 1,324 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $208K as of Q2 2026.
  • State Street SPDR US Small Cap Low Volatility Index ETF was a new Optimist Retirement Group position in Q2 2026.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.08% of Optimist Retirement Group's portfolio in Q2 2026, its #115 holding.
  • 100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.