Western Wealth Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History
Bought
Maintained
Sold
Other funds holding SMLV
DC
IC
RCP
Western Wealth Management's SMLV Position: Q1 2026 in Review
Western Wealth Management held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q1 2026 at 2,015 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #828.
Western Wealth Management first reported a position in SMLV in Q1 2021 and has held it in 12 quarters since. The position peaked at $346K in Q1 2022. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.
- Western Wealth Management held 2,015 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $276K as of Q1 2026.
- Western Wealth Management 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 Western Wealth Management's portfolio in Q1 2026, its #828 holding.
- Western Wealth Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2021 and has held it in 12 quarters since.
- Western Wealth Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $346K in Q1 2022.
- 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.
Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.