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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
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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's SMLV Position: Q1 2026 in Review

Steward Partners Investment Advisory held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q1 2026 at 725 shares worth $99.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

Steward Partners Investment Advisory first reported a position in SMLV in Q1 2020 and has held it in 25 quarters since. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • Steward Partners Investment Advisory held 725 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $99.4K as of Q1 2026.
  • Steward Partners Investment Advisory left its State Street SPDR US Small Cap Low Volatility Index ETF share count unchanged in Q1 2026.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2376 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2020 and has held it in 25 quarters since.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.