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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
Q2 		– Sell
-107
Closed -$14.7K – 2744
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

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
McKinney Capital Management Houston, Texas $254M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Root Financial Partners's SMLV Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2026, closing a stake of 107 shares — an estimated $14.7K sold.

Root Financial Partners first reported a position in SMLV in Q3 2025 and held it in 3 quarters. The position peaked at $14.7K in Q1 2026. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 107 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $14.7K.
  • Root Financial Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $14.7K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.