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

Stratos Wealth Partners’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 		$491K Sell
3,582
-401
-10% -$55.6K 0.01% 1073
2025
Q4 		$522K Hold
3,983
– – 0.01% 1029
2025
Q3 		$517K Sell
3,983
-73
-2% -$9.42K 0.01% 1003
2025
Q2 		$508K Buy
4,056
+111
+3% +$13.4K 0.01% 920
2025
Q1 		$485K Sell
3,945
-212
-5% -$27.2K 0.01% 900
2024
Q4 		$531K Buy
4,157
+258
+7% +$33.8K 0.01% 914
2024
Q3 		$484K Buy
3,899
+226
+6% +$27.3K 0.01% 953
2024
Q2 		$404K Buy
3,673
+684
+23% +$74.2K 0.01% 985
2024
Q1 		$335K Buy
2,989
+3
+0.1% +$326 0.01% 1058
2023
Q4 		$336K Buy
2,986
+176
+6% +$17.9K 0.01% 1029
2023
Q3 		$278K Buy
2,810
+147
+6% +$15.4K 0.01% 1048
2023
Q2 		$275K Buy
+2,663
New +$271K 0.01% 995
2022
Q1 		– Sell
-2,217
Closed -$265K – 1347
2021
Q4 		$265K Hold
2,217
– – 0.01% 1045
2021
Q3 		$249K Buy
+2,217
New +$250K 0.01% 1012

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

Stratos Wealth Partners's SMLV Position: Q1 2026 in Review

Stratos Wealth Partners reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 10% in Q1 2026, selling an estimated $55.6K and leaving 3,582 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #1073.

Stratos Wealth Partners first reported a position in SMLV in Q3 2021 and has held it in 14 quarters since. The position peaked at $531K in Q4 2024. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • Stratos Wealth Partners held 3,582 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $491K as of Q1 2026.
  • Stratos Wealth Partners sold 401 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $55.6K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1073 holding.
  • Stratos Wealth Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2021 and has held it in 14 quarters since.
  • Stratos Wealth Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $531K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.