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

Winthrop Capital 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 Q1	$19K	Hold	142	–	–	﹤0.01%	216
2025 Q4	$19K	Hold	142	–	–	﹤0.01%	219
2025 Q3	$18K	Hold	142	–	–	﹤0.01%	206
2025 Q2	$18K	Sell	142 -7	-5%	-$847	﹤0.01%	211
2025 Q1	$18K	Buy	149 +4	+3%	+$514	0.01%	191
2024 Q4	$19K	Buy	145 +7	+5%	+$916	0.01%	202
2024 Q3	$17K	Hold	138	–	–	0.01%	108
2024 Q2	$15K	Hold	138	–	–	0.01%	104
2024 Q1	$15K	Hold	138	–	–	0.01%	108
2023 Q4	$15.5K	Buy	+138	New	+$14.1K	0.01%	200

Other funds holding SMLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winthrop Capital Management's SMLV Position: Q1 2026 in Review

Winthrop Capital Management held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q1 2026 at 142 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Winthrop Capital Management first reported a position in SMLV in Q4 2023 and has held it in 10 quarters since. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

Winthrop Capital Management held 142 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $19K as of Q1 2026.
Winthrop Capital 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 Winthrop Capital Management's portfolio in Q1 2026, its #216 holding.
Winthrop Capital Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2023 and has held it in 10 quarters since.
94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.