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

Sunbelt Securities’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	$1.37K	Hold	10	–	–	﹤0.01%	2021
2025 Q4	$1.31K	Hold	10	–	–	﹤0.01%	1988
2025 Q3	$1.3K	Hold	10	–	–	﹤0.01%	1984
2025 Q2	$1.28K	Hold	10	–	–	﹤0.01%	1640
2025 Q1	$1.23K	Hold	10	–	–	﹤0.01%	1628
2024 Q4	$1.28K	Hold	10	–	–	﹤0.01%	1645
2024 Q3	$1.24K	Hold	10	–	–	﹤0.01%	1659
2024 Q2	$1.1K	Hold	10	–	–	﹤0.01%	1606
2024 Q1	$1.12K	Hold	10	–	–	﹤0.01%	1567
2023 Q4	$1.13K	Hold	10	–	–	﹤0.01%	1527
2023 Q3	$989	Hold	10	–	–	﹤0.01%	1589
2023 Q2	$1.03K	Hold	10	–	–	﹤0.01%	1522
2023 Q1	$1.04K	Buy	+10	New	+$1.1K	﹤0.01%	1489

Other funds holding SMLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sunbelt Securities's SMLV Position: Q1 2026 in Review

Sunbelt Securities held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q1 2026 at 10 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Sunbelt Securities first reported a position in SMLV in Q1 2023 and has held it in 13 quarters since. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

Sunbelt Securities held 10 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $1.37K as of Q1 2026.
Sunbelt Securities left its State Street SPDR US Small Cap Low Volatility Index ETF share count unchanged in Q1 2026.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2021 holding.
Sunbelt Securities first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2023 and has held it in 13 quarters since.
94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.