Park Avenue Securities’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Park Avenue Securities’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	$404K	Buy	+2,570	New	+$380K	﹤0.01%	1389
2026 Q1	–	Sell	-3,504	Closed	-$460K	–	1688
2025 Q4	$460K	Sell	3,504 -1,214	-26%	-$157K	﹤0.01%	1128
2025 Q3	$612K	Sell	4,718 -5,080	-52%	-$655K	﹤0.01%	1084
2025 Q2	$1.23M	Buy	9,798 +2,864	+41%	+$347K	0.01%	694
2025 Q1	$852K	Buy	6,934 +5,196	+299%	+$667K	0.01%	676
2024 Q4	$222K	Buy	+1,738	New	+$227K	﹤0.01%	1397

Other funds holding SMLV

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

McKinney Capital Management Houston, Texas $254M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Park Avenue Securities's SMLV Position: Q2 2026 in Review

Park Avenue Securities opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2026: 2,570 shares worth $404K. The stake represents ﹤0.01% of the portfolio and ranks #1389 among its holdings. This is a return to the name: Park Avenue Securities previously reported a position in SMLV as recently as Q4 2025.

Park Avenue Securities first reported a position in SMLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.23M in Q2 2025. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Park Avenue Securities held 2,570 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $404K as of Q2 2026.
State Street SPDR US Small Cap Low Volatility Index ETF was a new Park Avenue Securities position in Q2 2026.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1389 holding.
Park Avenue Securities first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2024 and has held it in 6 quarters since.
Park Avenue Securities's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.23M in Q2 2025.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.