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
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 $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

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

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SageView Advisory Group's SMLV Position: Q4 2025 in Review

SageView Advisory Group opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2025: 990 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in SMLV as recently as Q2 2024.

SageView Advisory Group first reported a position in SMLV in Q4 2022 and has held it in 6 quarters since. The position peaked at $467K in Q4 2022. 94 funds tracked by Wall St. Rank hold SMLV as of Q4 2025.

SageView Advisory Group held 990 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $130K as of Q4 2025.
State Street SPDR US Small Cap Low Volatility Index ETF was a new SageView Advisory Group position in Q4 2025.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #744 holding.
SageView Advisory Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2022 and has held it in 6 quarters since.
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 Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.