Sage Mountain Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Sage Mountain Advisors’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	$62K	Hold	452	–	–	﹤0.01%	240
2025 Q4	$59.3K	Hold	452	–	–	﹤0.01%	521
2025 Q3	$58.6K	Hold	452	–	–	﹤0.01%	510
2025 Q2	$56.6K	Hold	452	–	–	﹤0.01%	456
2025 Q1	$55.5K	Hold	452	–	–	﹤0.01%	432
2024 Q4	$57.7K	Hold	452	–	–	﹤0.01%	427
2024 Q3	$56.1K	Hold	452	–	–	﹤0.01%	437
2024 Q2	$49.7K	Hold	452	–	–	﹤0.01%	383
2024 Q1	$50.6K	Hold	452	–	–	0.01%	362
2023 Q4	$50.9K	Hold	452	–	–	0.01%	307
2023 Q3	$44.7K	Hold	452	–	–	0.01%	306
2023 Q2	$46.7K	Buy	+452	New	+$46K	0.01%	301
2022 Q1	–	Sell	-8,111	Closed	-$969K	–	694
2021 Q4	$969K	Buy	+8,111	New	+$951K	0.12%	145

Other funds holding SMLV

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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Sage Mountain Advisors's SMLV Position: Q1 2026 in Review

Sage Mountain Advisors held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q1 2026 at 452 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Sage Mountain Advisors first reported a position in SMLV in Q4 2021 and has held it in 13 quarters since. The position peaked at $969K in Q4 2021. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

Sage Mountain Advisors held 452 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $62K as of Q1 2026.
Sage Mountain Advisors 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 Sage Mountain Advisors's portfolio in Q1 2026, its #240 holding.
Sage Mountain Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2021 and has held it in 13 quarters since.
Sage Mountain Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $969K in Q4 2021.
94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.