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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
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 0.07% 151
2025
Q2 		$562K Buy
+4,493
New +$544K 0.14% 122

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

Summit Wealth Group (Colorado)'s SMLV Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 4.1% in Q1 2026, buying an estimated $20.8K and bringing the position to 3,795 shares worth $520K. The position accounts for 0.05% of the portfolio, ranked #178.

Summit Wealth Group (Colorado) first reported a position in SMLV in Q2 2025 and has held it in 4 quarters since. The position peaked at $562K in Q2 2025. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • Summit Wealth Group (Colorado) held 3,795 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $520K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 150 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $20.8K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #178 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 4 quarters since.
  • Summit Wealth Group (Colorado)'s State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $562K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.