Roffman Miller Associates’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Roffman Miller Associates’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 Q3	$378K	Buy	2,522 +14	+0.6%	+$2.21K	0.02%	89
2026 Q2	$395K	Sell	2,508 -198	-7%	-$29.2K	0.02%	84
2026 Q1	$371K	Buy	2,706 +11	+0.4%	+$1.53K	0.02%	84
2025 Q4	$353K	Sell	2,695 -13	-0.5%	-$1.69K	0.02%	83
2025 Q3	$351K	Sell	2,708 -224	-8%	-$28.9K	0.02%	79
2025 Q2	$367K	Buy	2,932 +16	+0.5%	+$1.94K	0.02%	72
2025 Q1	$358K	Sell	2,916 -401	-12%	-$51.5K	0.02%	73
2024 Q4	$423K	Sell	3,317 -998	-23%	-$131K	0.03%	73
2024 Q3	$536K	Buy	4,315 +23	+0.5%	+$2.78K	0.03%	72
2024 Q2	$472K	Sell	4,292 -241	-5%	-$26.2K	0.03%	72
2024 Q1	$508K	Sell	4,533 -710	-14%	-$77.2K	0.03%	73
2023 Q4	$590K	Sell	5,243 -289	-5%	-$29.5K	0.04%	70
2023 Q3	$547K	Sell	5,532 -470	-8%	-$49.1K	0.04%	69
2023 Q2	$620K	Sell	6,002 -1,494	-20%	-$152K	0.05%	66
2023 Q1	$788K	Buy	7,496 +53	+0.7%	+$5.82K	0.06%	64
2022 Q4	$801K	Buy	7,443 +52	+0.7%	+$5.62K	0.07%	66
2022 Q3	$730K	Buy	7,391 +36	+0.5%	+$3.87K	0.07%	64
2022 Q2	$767K	Buy	7,355 +39	+0.5%	+$4.22K	0.07%	65
2022 Q1	$835K	Buy	7,316 +26	+0.4%	+$2.98K	0.06%	65
2021 Q4	$871K	Sell	7,290 -168	-2%	-$19.7K	0.06%	67
2021 Q3	$837K	Buy	7,458 +25	+0.3%	+$2.82K	0.06%	67
2021 Q2	$837K	Buy	7,433 +32	+0.4%	+$3.66K	0.06%	67
2021 Q1	$825K	Sell	7,401 -4	-0.1%	-$425	0.07%	65
2020 Q4	$709K	Sell	7,405 -166	-2%	-$14.4K	0.06%	67
2020 Q3	$574K	Sell	7,571 -67	-0.9%	-$5.21K	0.06%	67
2020 Q2	$583K	Sell	7,638 -509	-6%	-$36.6K	0.06%	90
2020 Q1	$538K	Sell	8,147 -28	-0.3%	-$2.5K	0.07%	69
2019 Q4	$818K	Buy	8,175 +16	+0.2%	+$1.56K	0.08%	63
2019 Q3	$776K	Buy	8,159 +47	+0.6%	+$4.4K	0.08%	64
2019 Q2	$755K	Sell	8,112 -652	-7%	-$60.3K	0.08%	63
2019 Q1	$802K	Buy	8,764 +36	+0.4%	+$3.25K	0.09%	61
2018 Q4	$723K	Buy	8,728 +1,142	+15%	+$103K	0.09%	59
2018 Q3	$735K	Buy	+7,586	New	+$741K	0.08%	62

Other funds holding SMLV

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $137M AUM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Clearview Wealth Management Irvine, California $133M AUM

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Roffman Miller Associates's SMLV Position: Q3 2026 in Review

Roffman Miller Associates increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.56% in Q3 2026, buying an estimated $2.21K and bringing the position to 2,522 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #89.

Roffman Miller Associates first reported a position in SMLV in Q3 2018 and has held it in 33 quarters since. The position peaked at $871K in Q4 2021. 18 funds tracked by Wall St. Rank hold SMLV as of Q3 2026.

Roffman Miller Associates held 2,522 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $378K as of Q3 2026.
Roffman Miller Associates bought 14 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2026, an estimated $2.21K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.02% of Roffman Miller Associates's portfolio in Q3 2026, its #89 holding.
Roffman Miller Associates first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2018 and has held it in 33 quarters since.
Roffman Miller Associates's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $871K in Q4 2021.
18 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2026.

Based on Roffman Miller Associates's 13F filing for Q3 2026, filed 19 Oct 2026.