Raymond James Financial
SMLV icon

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

Raymond James Financial’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
Q1 		$530K Sell
3,869
-157
-4% -$21.8K ﹤0.01% 4305
2025
Q4 		$528K Buy
4,026
+696
+21% +$90.3K ﹤0.01% 4237
2025
Q3 		$432K Buy
3,330
+268
+9% +$34.6K ﹤0.01% 4210
2025
Q2 		$383K Buy
3,062
+41
+1% +$4.96K ﹤0.01% 4158
2025
Q1 		$371K Sell
3,021
-115
-4% -$14.8K ﹤0.01% 4098
2024
Q4 		$400K Buy
+3,136
New +$410K ﹤0.01% 4031

Other funds holding SMLV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial's SMLV Position: Q1 2026 in Review

Raymond James Financial reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 3.9% in Q1 2026, selling an estimated $21.8K and leaving 3,869 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #4305.

Raymond James Financial first reported a position in SMLV in Q4 2024 and has held it in 6 quarters since. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • Raymond James Financial held 3,869 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $530K as of Q1 2026.
  • Raymond James Financial sold 157 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $21.8K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4305 holding.
  • Raymond James Financial 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.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.