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Pathfinder Wealth Consulting’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-6,893
Closed -$945K – 133
2026
Q1 		$945K Sell
6,893
-72
-1% -$9.99K 0.61% 41
2025
Q4 		$913K Buy
+6,965
New +$903K 0.58% 45

Other funds holding SMLV

RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Pathfinder Wealth Consulting's SMLV Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2026, closing a stake of 6,893 shares — an estimated $945K sold.

Pathfinder Wealth Consulting first reported a position in SMLV in Q4 2025 and held it in 2 quarters. The position peaked at $945K in Q1 2026. 12 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 6,893 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $945K.
  • Pathfinder Wealth Consulting first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $945K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.