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United Financial Planning Group’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

United Financial Planning Group’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
2025
Q4 		– Sell
-411
Closed -$11.9K – 509
2025
Q3 		$11.9K Buy
+411
New +$53K 0.01% 145

Other funds holding SMLV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

United Financial Planning Group's SMLV Position: Q4 2025 in Review

United Financial Planning Group sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2025, closing a stake of 411 shares — an estimated $11.9K sold.

United Financial Planning Group first reported a position in SMLV in Q3 2025 and held it in 1 quarter. The position peaked at $11.9K in Q3 2025. 94 funds tracked by Wall St. Rank hold SMLV as of Q4 2025.

  • United Financial Planning Group reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q4 2025 after selling out during the quarter.
  • United Financial Planning Group sold 411 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2025, an estimated $11.9K.
  • United Financial Planning Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2025 and held it in 1 quarter.
  • United Financial Planning Group's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $11.9K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2025.

Based on United Financial Planning Group's 13F filing for Q4 2025, filed 11 Feb 2026.