Roan Capital Partners’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Roan Capital Partners’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	$5.52M	Buy	35,075 +1,137	+3%	+$168K	4.58%	3
2026 Q1	$4.65M	Buy	+33,938	New	+$4.71M	4.3%	4

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Roan Capital Partners's SMLV Position: Q2 2026 in Review

Roan Capital Partners increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 3.4% in Q2 2026, buying an estimated $168K and bringing the position to 35,075 shares worth $5.52M. The position accounts for 4.58% of the portfolio, ranked #3.

Roan Capital Partners first reported a position in SMLV in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Roan Capital Partners held 35,075 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $5.52M as of Q2 2026.
Roan Capital Partners bought 1,137 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $168K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 4.58% of Roan Capital Partners's portfolio in Q2 2026, its #3 holding.
Roan Capital Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2026 and has held it in 2 quarters since.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Roan Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.