Signature Estate & Investment Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Signature Estate & Investment 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	$249K	Buy	1,584 +9	+0.6%	+$1.33K	﹤0.01%	594
2026 Q1	$216K	Buy	1,575 +8	+0.5%	+$1.11K	﹤0.01%	613
2025 Q4	$205K	Buy	1,567 +12	+0.8%	+$1.56K	﹤0.01%	587
2025 Q3	$202K	Sell	1,555 -47	-3%	-$6.06K	﹤0.01%	578
2025 Q2	$200K	Buy	+1,602	New	+$194K	﹤0.01%	559
2025 Q1	–	Sell	-1,580	Closed	-$202K	–	577
2024 Q4	$202K	Buy	+1,580	New	+$207K	0.01%	515

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

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Signature Estate & Investment Advisors's SMLV Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.57% in Q2 2026, buying an estimated $1.33K and bringing the position to 1,584 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Signature Estate & Investment Advisors first reported a position in SMLV in Q4 2024 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Signature Estate & Investment Advisors held 1,584 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $249K as of Q2 2026.
Signature Estate & Investment Advisors bought 9 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $1.33K.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #594 holding.
Signature Estate & Investment Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2024 and has held it in 6 quarters since.
38 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.