UCFA
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United Capital Financial Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

United Capital Financial Advisors’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 		$708K Sell
5,158
-162
-3% -$22.5K ﹤0.01% 904
2025
Q4 		$698K Sell
5,320
-234
-4% -$30.4K ﹤0.01% 846
2025
Q3 		$721K Sell
5,554
-232
-4% -$29.9K 0.01% 750
2025
Q2 		$724K Sell
5,786
-114
-2% -$13.8K 0.01% 679
2025
Q1 		$725K Sell
5,900
-184
-3% -$23.6K 0.01% 643
2024
Q4 		$776K Sell
6,084
-221
-4% -$28.9K 0.01% 615
2024
Q3 		$783K Sell
6,305
-213
-3% -$25.7K 0.01% 601
2024
Q2 		$717K Sell
6,518
-177
-3% -$19.2K 0.01% 613
2024
Q1 		$750K Sell
6,695
-293
-4% -$31.9K 0.01% 635
2023
Q4 		$786K Sell
6,988
-2,999
-30% -$306K 0.01% 610
2023
Q3 		$988K Sell
9,987
-1,697
-15% -$177K 0.01% 517
2023
Q2 		$1.21M Sell
11,684
-1,825
-14% -$186K 0.01% 514
2023
Q1 		$1.42M Sell
13,509
-4,125
-23% -$453K 0.01% 507
2022
Q4 		$1.9M Sell
17,634
-6,434
-27% -$696K 0.01% 492
2022
Q3 		$2.38M Sell
24,068
-3,269
-12% -$352K 0.01% 444
2022
Q2 		$2.85M Sell
27,337
-2,827
-9% -$306K 0.02% 427
2022
Q1 		$3.44M Sell
30,164
-5,450
-15% -$625K 0.02% 423
2021
Q4 		$4.26M Sell
35,614
-8,023
-18% -$941K 0.02% 395
2021
Q3 		$4.9M Sell
43,637
-4,326
-9% -$487K 0.02% 376
2021
Q2 		$5.4M Sell
47,963
-8,308
-15% -$949K 0.03% 368
2021
Q1 		$6.27M Sell
56,271
-15,298
-21% -$1.63M 0.03% 327
2020
Q4 		$6.85M Sell
71,569
-13,944
-16% -$1.21M 0.04% 302
2020
Q3 		$6.48M Sell
85,513
-15,215
-15% -$1.18M 0.04% 300
2020
Q2 		$7.69M Sell
100,728
-14,787
-13% -$1.06M 0.06% 294
2020
Q1 		$7.63M Sell
115,515
-10,164
-8% -$908K 0.06% 274
2019
Q4 		$12.6M Sell
125,679
-4,099
-3% -$401K 0.08% 268
2019
Q3 		$12.3M Sell
129,778
-2,096
-2% -$196K 0.09% 258
2019
Q2 		$12.3M Buy
131,874
+8,685
+7% +$803K 0.08% 261
2019
Q1 		$11.3M Buy
123,189
+5,363
+5% +$485K 0.08% 275
2018
Q4 		$9.77M Buy
117,826
+1,612
+1% +$145K 0.08% 258
2018
Q3 		$11.3M Buy
116,214
+1,615
+1% +$158K 0.08% 272
2018
Q2 		$10.9M Sell
114,599
-1,179
-1% -$109K 0.08% 283
2018
Q1 		$10.3M Buy
115,778
+7,083
+7% +$637K 0.08% 284
2017
Q4 		$9.93M Buy
108,695
+5,253
+5% +$504K 0.08% 302
2017
Q3 		$9.91M Sell
103,442
-6,044
-6% -$556K 0.08% 285
2017
Q2 		$10.1M Buy
109,486
+1,399
+1% +$128K 0.09% 264
2017
Q1 		$9.89M Sell
108,087
-7,723
-7% -$710K 0.09% 265
2016
Q4 		$10.8M Sell
115,810
-4,363
-4% -$380K 0.11% 233
2016
Q3 		$9.85M Buy
120,173
+11,805
+11% +$962K 0.1% 259
2016
Q2 		$8.45M Buy
108,368
+36,492
+51% +$2.8M 0.09% 276
2016
Q1 		$5.52M Buy
71,876
+25,267
+54% +$1.81M 0.06% 316
2015
Q4 		$3.48M Buy
46,609
+18,795
+68% +$1.43M 0.04% 422
2015
Q3 		$2M Buy
27,814
+807
+3% +$60.6K 0.02% 527
2015
Q2 		$2.08M Buy
27,007
+3,128
+13% +$244K 0.02% 558
2015
Q1 		$1.84M Buy
23,879
+216
+0.9% +$16.7K 0.02% 589
2014
Q4 		$1.84M Buy
+23,663
New +$1.77M 0.03% 492

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

United Capital Financial Advisors's SMLV Position: Q1 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 3% in Q1 2026, selling an estimated $22.5K and leaving 5,158 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

United Capital Financial Advisors first reported a position in SMLV in Q4 2014 and has held it in 46 quarters since. The position peaked at $12.6M in Q4 2019. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • United Capital Financial Advisors held 5,158 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $708K as of Q1 2026.
  • United Capital Financial Advisors sold 162 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $22.5K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #904 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2014 and has held it in 46 quarters since.
  • United Capital Financial Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $12.6M in Q4 2019.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.