Vermillion Wealth Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Vermillion Wealth Management’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	$20.4K	Buy	130 +1	+0.8%	+$148	﹤0.01%	897
2026 Q1	$17.7K	Buy	129 +8	+7%	+$1.11K	0.01%	315
2025 Q4	$15.9K	Buy	121 +1	+0.8%	+$130	0.01%	315
2025 Q3	$15.6K	Buy	120 +8	+7%	+$1.03K	﹤0.01%	939
2025 Q2	$14K	Buy	112 +1	+0.9%	+$121	0.01%	302
2025 Q1	$13.6K	Sell	111 -85	-43%	-$10.9K	﹤0.01%	804
2024 Q4	$25K	Buy	+196	New	+$25.7K	0.01%	237

Other funds holding SMLV

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

CWM

Clearview Wealth Management Irvine, California $156M AUM

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Vermillion Wealth Management's SMLV Position: Q2 2026 in Review

Vermillion Wealth Management increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.78% in Q2 2026, buying an estimated $148 and bringing the position to 130 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Vermillion Wealth Management first reported a position in SMLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $25K in Q4 2024. 12 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

Vermillion Wealth Management held 130 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $20.4K as of Q2 2026.
Vermillion Wealth Management bought 1 State Street SPDR US Small Cap Low Volatility Index ETF share in Q2 2026, an estimated $148.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #897 holding.
Vermillion Wealth Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $25K in Q4 2024.
12 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.