SW
PRIV

SMART Wealth’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

SMART Wealth’s Portfolio PRIV Stock Details PRIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$734K Buy
29,114
+2,220
+8% +$56.5K 0.22% 113
2025
Q4 		$684K Buy
+26,894
New +$686K 0.21% 97

Other funds holding PRIV

TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $318M AUM 11.75% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

SMART Wealth's PRIV Position: Q1 2026 in Review

SMART Wealth increased its State Street IG Public & Private Credit ETF (PRIV) stake by 8.3% in Q1 2026, buying an estimated $56.5K and bringing the position to 29,114 shares worth $734K. The position accounts for 0.22% of the portfolio, ranked #113.

SMART Wealth first reported a position in PRIV in Q4 2025 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold PRIV as of Q1 2026.

  • SMART Wealth held 29,114 shares of State Street IG Public & Private Credit ETF worth $734K as of Q1 2026.
  • SMART Wealth bought 2,220 State Street IG Public & Private Credit ETF shares in Q1 2026, an estimated $56.5K.
  • State Street IG Public & Private Credit ETF made up 0.22% of SMART Wealth's portfolio in Q1 2026, its #113 holding.
  • SMART Wealth first reported a position in State Street IG Public & Private Credit ETF in Q4 2025 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.