Spire Wealth Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Spire Wealth Management’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	$5.82K	Hold	37	–	–	﹤0.01%	1798
2026 Q1	$5.07K	Hold	37	–	–	﹤0.01%	1840
2025 Q4	$4.85K	Hold	37	–	–	﹤0.01%	1920
2025 Q3	$4.8K	Hold	37	–	–	﹤0.01%	1966
2025 Q2	$4.63K	Sell	37 -125	-77%	-$15.1K	﹤0.01%	1973
2025 Q1	$19.9K	Buy	162 +1	+0.6%	+$128	﹤0.01%	1613
2024 Q4	$20.6K	Buy	161 +1	+0.6%	+$131	﹤0.01%	1615
2024 Q3	$19.9K	Buy	160 +1	+0.6%	+$121	﹤0.01%	1440
2024 Q2	$17.5K	Buy	159 +1	+0.6%	+$109	﹤0.01%	1489
2024 Q1	$17.7K	Hold	158	–	–	﹤0.01%	1554
2023 Q4	$17.1K	Buy	158 +1	+0.6%	+$102	﹤0.01%	1589
2023 Q3	$15.5K	Sell	157 -195	-55%	-$20.4K	﹤0.01%	1596
2023 Q2	$36.4K	Buy	352 +1	+0.3%	+$102	﹤0.01%	1342
2023 Q1	$36.9K	Buy	+351	New	+$38.6K	﹤0.01%	1334
2022 Q3	–	Sell	-116	Closed	-$12K	–	2551
2022 Q2	$12K	Sell	116 -364	-76%	-$39.4K	﹤0.01%	1864
2022 Q1	$55K	Hold	480	–	–	﹤0.01%	1416
2021 Q4	$57K	Sell	480 -13	-3%	-$1.52K	﹤0.01%	1657
2021 Q3	$55K	Hold	493	–	–	﹤0.01%	1438
2021 Q2	$56K	Sell	493 -14	-3%	-$1.6K	﹤0.01%	1437
2021 Q1	$57K	Buy	+507	New	+$53.9K	﹤0.01%	1666

Other funds holding SMLV

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 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

CWM

Clearview Wealth Management Irvine, California $156M AUM

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Spire Wealth Management's SMLV Position: Q2 2026 in Review

Spire Wealth Management held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q2 2026 at 37 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Spire Wealth Management first reported a position in SMLV in Q1 2021 and has held it in 20 quarters since. The position peaked at $57K in Q4 2021. 12 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Spire Wealth Management held 37 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $5.82K as of Q2 2026.
Spire Wealth Management left its State Street SPDR US Small Cap Low Volatility Index ETF share count unchanged in Q2 2026.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1798 holding.
Spire Wealth Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2021 and has held it in 20 quarters since.
Spire Wealth Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $57K in Q4 2021.
12 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.