Stifel Financial’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Stifel Financial’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	$200K	Buy	+1,273	New	+$188K	﹤0.01%	3521
2024 Q3	–	Sell	-1,832	Closed	-$202K	–	3456
2024 Q2	$202K	Buy	+1,832	New	+$199K	﹤0.01%	3114
2023 Q2	–	Sell	-2,335	Closed	-$245K	–	3410
2023 Q1	$245K	Sell	2,335 -1,271	-35%	-$140K	﹤0.01%	2935
2022 Q4	$388K	Buy	3,606 +127	+4%	+$13.7K	﹤0.01%	2617
2022 Q3	$344K	Sell	3,479 -18	-0.5%	-$1.94K	﹤0.01%	2649
2022 Q2	$365K	Sell	3,497 -36	-1%	-$3.89K	﹤0.01%	2641
2022 Q1	$403K	Sell	3,533 -31	-0.9%	-$3.55K	﹤0.01%	2696
2021 Q4	$426K	Buy	3,564 +200	+6%	+$23.4K	﹤0.01%	2687
2021 Q3	$377K	Sell	3,364 -22	-0.6%	-$2.48K	﹤0.01%	2750
2021 Q2	$381K	Sell	3,386 -54	-2%	-$6.17K	﹤0.01%	2738
2021 Q1	$383K	Buy	3,440 +123	+4%	+$13.1K	﹤0.01%	2651
2020 Q4	$317K	Buy	3,317 +29	+0.9%	+$2.52K	﹤0.01%	2567
2020 Q3	$249K	Hold	3,288	–	–	﹤0.01%	2506
2020 Q2	$251K	Sell	3,288 -265	-7%	-$19.1K	﹤0.01%	2474
2020 Q1	$232K	Buy	3,553 +462	+15%	+$41.3K	﹤0.01%	2350
2019 Q4	$310K	Buy	3,091 +102	+3%	+$9.97K	﹤0.01%	2516
2019 Q3	$282K	Sell	2,989 -38	-1%	-$3.56K	﹤0.01%	2472
2019 Q2	$281K	Buy	3,027 +248	+9%	+$22.9K	﹤0.01%	2536
2019 Q1	$252K	Sell	2,779 -859	-24%	-$77.7K	﹤0.01%	2463
2018 Q4	$304K	Sell	3,638 -356	-9%	-$32.1K	﹤0.01%	2219
2018 Q3	$388K	Sell	3,994 -560	-12%	-$54.7K	﹤0.01%	2213
2018 Q2	$433K	Buy	4,554 +19	+0.4%	+$1.75K	﹤0.01%	2093
2018 Q1	$399K	Sell	4,535 -953	-17%	-$85.7K	﹤0.01%	2094
2017 Q4	$500K	Sell	5,488 -6,115	-53%	-$587K	﹤0.01%	1914
2017 Q3	$1.11M	Sell	11,603 -3,799	-25%	-$350K	﹤0.01%	1438
2017 Q2	$1.42M	Sell	15,402 -507	-3%	-$46.5K	0.01%	1266
2017 Q1	$1.46M	Buy	15,909 +11,362	+250%	+$1.04M	0.01%	1236
2016 Q4	$422K	Buy	+4,547	New	+$396K	﹤0.01%	1868

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

McKinney Capital Management Houston, Texas $254M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial's SMLV Position: Q2 2026 in Review

Stifel Financial opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2026: 1,273 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #3521 among its holdings. This is a return to the name: Stifel Financial previously reported a position in SMLV as recently as Q2 2024.

Stifel Financial first reported a position in SMLV in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.46M in Q1 2017. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Stifel Financial held 1,273 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $200K as of Q2 2026.
State Street SPDR US Small Cap Low Volatility Index ETF was a new Stifel Financial position in Q2 2026.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3521 holding.
Stifel Financial first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2016 and has held it in 28 quarters since.
Stifel Financial's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.46M in Q1 2017.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.