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

Strategic Blueprint’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 Q3	$443K	Sell	2,955 -155	-5%	-$24.5K	0.02%	477
2026 Q2	$489K	Hold	3,110	–	–	0.02%	456
2026 Q1	$426K	Hold	3,110	–	–	0.02%	444
2025 Q4	$408K	Hold	3,110	–	–	0.02%	450
2025 Q3	$403K	Hold	3,110	–	–	0.02%	528
2025 Q2	$389K	Hold	3,110	–	–	0.02%	497
2025 Q1	$382K	Hold	3,110	–	–	0.02%	477
2024 Q4	$397K	Sell	3,110 -189	-6%	-$24.7K	0.02%	462
2024 Q3	$410K	Hold	3,299	–	–	0.03%	443
2024 Q2	$363K	Sell	3,299 -10	-0.3%	-$1.08K	0.02%	446
2024 Q1	$371K	Hold	3,309	–	–	0.03%	442
2023 Q4	$372K	Sell	3,309 -411	-11%	-$41.9K	0.03%	404
2023 Q3	$368K	Hold	3,720	–	–	0.03%	376
2023 Q2	$384K	Sell	3,720 -100	-3%	-$10.2K	0.04%	361
2023 Q1	$402K	Sell	3,820 -22	-0.6%	-$2.42K	0.04%	343
2022 Q4	$414K	Sell	3,842 -1,791	-32%	-$194K	0.05%	330
2022 Q3	$556K	Buy	5,633 +6	+0.1%	+$646	0.07%	266
2022 Q2	$587K	Sell	5,627 -500	-8%	-$54.1K	0.07%	252
2022 Q1	$699K	Hold	6,127	–	–	0.08%	231
2021 Q4	$732K	Hold	6,127	–	–	0.09%	206
2021 Q3	$687K	Hold	6,127	–	–	0.11%	191
2021 Q2	$690K	Sell	6,127 -819	-12%	-$93.6K	0.11%	185
2021 Q1	$774K	Hold	6,946	–	–	0.16%	127
2020 Q4	$665K	Sell	6,946 -109	-2%	-$9.47K	0.17%	116
2020 Q3	$535K	Sell	7,055 -1,960	-22%	-$152K	0.17%	114
2020 Q2	$688K	Sell	9,015 -10,855	-55%	-$782K	0.24%	85
2020 Q1	$1.31M	Buy	+19,870	New	+$1.77M	0.77%	47

Other funds holding SMLV

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $137M AUM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Clearview Wealth Management Irvine, California $133M AUM

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Strategic Blueprint's SMLV Position: Q3 2026 in Review

Strategic Blueprint reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 5% in Q3 2026, selling an estimated $24.5K and leaving 2,955 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #477.

Strategic Blueprint first reported a position in SMLV in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.31M in Q1 2020. 18 funds tracked by Wall St. Rank hold SMLV as of Q3 2026.

Strategic Blueprint held 2,955 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $443K as of Q3 2026.
Strategic Blueprint sold 155 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2026, an estimated $24.5K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.02% of Strategic Blueprint's portfolio in Q3 2026, its #477 holding.
Strategic Blueprint first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2020 and has held it in 27 quarters since.
Strategic Blueprint's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.31M in Q1 2020.
18 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.