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

Root Financial 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 Q1	$14.7K	Hold	107	–	–	﹤0.01%	1496
2025 Q4	$14.1K	Hold	107	–	–	﹤0.01%	1349
2025 Q3	$13.9K	Buy	+107	New	+$13.8K	﹤0.01%	1292

Other funds holding SMLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Root Financial Partners's SMLV Position: Q1 2026 in Review

Root Financial Partners held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q1 2026 at 107 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Root Financial Partners first reported a position in SMLV in Q3 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

Root Financial Partners held 107 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $14.7K as of Q1 2026.
Root Financial Partners left its State Street SPDR US Small Cap Low Volatility Index ETF share count unchanged in Q1 2026.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1496 holding.
Root Financial Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2025 and has held it in 3 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 Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.