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 Q2	$53.5K	Sell	340 -112	-25%	-$16.5K	﹤0.01%	266
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

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

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

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

Sage Mountain Advisors's SMLV Position: Q2 2026 in Review

Sage Mountain Advisors reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 25% in Q2 2026, selling an estimated $16.5K and leaving 340 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Sage Mountain Advisors first reported a position in SMLV in Q4 2021 and has held it in 14 quarters since. The position peaked at $969K in Q4 2021. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Sage Mountain Advisors held 340 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $53.5K as of Q2 2026.
Sage Mountain Advisors sold 112 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $16.5K.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #266 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 14 quarters since.
Sage Mountain Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $969K in Q4 2021.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.