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Swisher Financial Concepts’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Swisher Financial Concepts’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 		$263K Sell
1,674
-851
-34% -$126K 0.17% 57
2026
Q1 		$346K Buy
2,525
+157
+7% +$21.8K 0.19% 64
2025
Q4 		$310K Buy
2,368
+112
+5% +$14.5K 0.18% 69
2025
Q3 		$293K Sell
2,256
-285
-11% -$36.8K 0.18% 72
2025
Q2 		$318K Buy
2,541
+186
+8% +$22.5K 0.21% 66
2025
Q1 		$289K Buy
+2,355
New +$302K 0.24% 56

Other funds holding SMLV

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
McKinney Capital Management Houston, Texas $254M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Swisher Financial Concepts's SMLV Position: Q2 2026 in Review

Swisher Financial Concepts reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 34% in Q2 2026, selling an estimated $126K and leaving 1,674 shares worth $263K. The position accounts for 0.17% of the portfolio, ranked #57.

Swisher Financial Concepts first reported a position in SMLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $346K in Q1 2026. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

  • Swisher Financial Concepts held 1,674 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $263K as of Q2 2026.
  • Swisher Financial Concepts sold 851 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $126K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.17% of Swisher Financial Concepts's portfolio in Q2 2026, its #57 holding.
  • Swisher Financial Concepts first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2025 and has held it in 6 quarters since.
  • Swisher Financial Concepts's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $346K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.