SPIA
SMLV icon

Steward Partners Investment Advisory’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-725
Closed -$99.4K – 4846
2026
Q1 		$99.4K Hold
725
– – ﹤0.01% 2376
2025
Q4 		$95.1K Sell
725
-15
-2% -$1.95K ﹤0.01% 2325
2025
Q3 		$96K Buy
740
+20
+3% +$2.58K ﹤0.01% 2261
2025
Q2 		$90.1K Hold
720
– – ﹤0.01% 2182
2025
Q1 		$88.5K Buy
720
+50
+7% +$6.42K ﹤0.01% 2086
2024
Q4 		$85.5K Buy
670
+400
+148% +$52.4K ﹤0.01% 2060
2024
Q3 		$33.5K Hold
270
– – ﹤0.01% 2431
2024
Q2 		$29.7K Hold
270
– – ﹤0.01% 2351
2024
Q1 		$30.3K Hold
270
– – ﹤0.01% 2340
2023
Q4 		$30.4K Hold
270
– – ﹤0.01% 2194
2023
Q3 		$26.7K Hold
270
– – ﹤0.01% 2175
2023
Q2 		$27.9K Hold
270
– – ﹤0.01% 2127
2023
Q1 		$28.4K Sell
270
-25
-8% -$2.75K ﹤0.01% 2100
2022
Q4 		$31.8K Buy
295
+40
+16% +$4.33K ﹤0.01% 2017
2022
Q3 		$25K Sell
255
-30
-11% -$3.23K ﹤0.01% 2120
2022
Q2 		$30K Hold
285
– – ﹤0.01% 2040
2022
Q1 		$33K Buy
285
+20
+8% +$2.29K ﹤0.01% 2131
2021
Q4 		$32K Hold
265
– – ﹤0.01% 2108
2021
Q3 		$30K Hold
265
– – ﹤0.01% 2139
2021
Q2 		$30K Hold
265
– – ﹤0.01% 4224
2021
Q1 		$29.5K Sell
265
-15
-5% -$1.59K ﹤0.01% 2276
2020
Q4 		$27K Buy
280
+155
+124% +$13.5K ﹤0.01% 1957
2020
Q3 		$9K Hold
125
– – ﹤0.01% 2191
2020
Q2 		$10K Hold
125
– – ﹤0.01% 2050
2020
Q1 		$8K Buy
+125
New +$11.2K ﹤0.01% 1946

Other funds holding SMLV

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
McKinney Capital Management Houston, Texas $254M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Steward Partners Investment Advisory's SMLV Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2026, closing a stake of 725 shares — an estimated $99.4K sold.

Steward Partners Investment Advisory first reported a position in SMLV in Q1 2020 and held it in 25 quarters. The position peaked at $99.4K in Q1 2026. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 725 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $99.4K.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2020 and held it in 25 quarters.
  • Steward Partners Investment Advisory's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $99.4K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.