SageView Advisory Group’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

SageView Advisory Group’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	–	Sell	-990	Closed	-$130K	–	2137
2025 Q4	$130K	Buy	+990	New	+$128K	﹤0.01%	744
2024 Q3	–	Sell	-2,267	Closed	-$249K	–	563
2024 Q2	$249K	Buy	+2,267	New	+$246K	0.01%	487
2024 Q1	–	Sell	-2,515	Closed	-$279K	–	764
2023 Q4	$279K	Buy	+2,515	New	+$256K	0.01%	532
2023 Q3	–	Sell	-1,978	Closed	-$204K	–	548
2023 Q2	$204K	Sell	1,978 -690	-26%	-$70.2K	0.01%	529
2023 Q1	$280K	Sell	2,668 -1,667	-38%	-$183K	0.02%	397
2022 Q4	$467K	Buy	+4,335	New	+$469K	0.04%	248

Other funds holding SMLV

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SageView Advisory Group's SMLV Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2026, closing a stake of 990 shares — an estimated $130K sold.

SageView Advisory Group first reported a position in SMLV in Q4 2022 and held it in 6 quarters. The position peaked at $467K in Q4 2022. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

SageView Advisory Group reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 990 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $130K.
SageView Advisory Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2022 and held it in 6 quarters.
SageView Advisory Group's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $467K in Q4 2022.
94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.