Summit Wealth Group (Colorado)’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Summit Wealth Group (Colorado)’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	$589K	Sell	3,927 -12	-0.3%	-$1.89K	0.04%	240
2026 Q2	$620K	Buy	3,939 +144	+4%	+$21.3K	0.05%	187
2026 Q1	$520K	Buy	3,795 +150	+4%	+$20.8K	0.05%	178
2025 Q4	$478K	Sell	3,645 -5,955	-62%	-$772K	0.06%	150
2025 Q3	$461K	Buy	9,600 +5,107	+114%	+$659K	0.05%	281
2025 Q2	$562K	Buy	+4,493	New	+$544K	0.14%	122

Other funds holding SMLV

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

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $137M AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SMLV Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.3% in Q3 2026, selling an estimated $1.89K and leaving 3,927 shares worth $589K. The position accounts for 0.04% of the portfolio, ranked #240.

Summit Wealth Group (Colorado) first reported a position in SMLV in Q2 2025 and has held it in 6 quarters since. The position peaked at $620K in Q2 2026. 37 funds tracked by Wall St. Rank hold SMLV as of Q3 2026.

Summit Wealth Group (Colorado) held 3,927 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $589K as of Q3 2026.
Summit Wealth Group (Colorado) sold 12 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2026, an estimated $1.89K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #240 holding.
Summit Wealth Group (Colorado) first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2025 and has held it in 6 quarters since.
Summit Wealth Group (Colorado)'s State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $620K in Q2 2026.
37 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.