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 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

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

Summit Wealth Group (Colorado)'s SMLV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 3.8% in Q2 2026, buying an estimated $21.3K and bringing the position to 3,939 shares worth $620K. The position accounts for 0.05% of the portfolio, ranked #187.

Summit Wealth Group (Colorado) first reported a position in SMLV in Q2 2025 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Summit Wealth Group (Colorado) held 3,939 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $620K as of Q2 2026.
Summit Wealth Group (Colorado) bought 144 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $21.3K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #187 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 5 quarters since.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.