How many shares of SMLV does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 61,981 shares of SMLV (SPDR SER TR).

What is LPL Financial LLC's SMLV position worth?

As of 2026-Q2, LPL Financial LLC's SMLV position is worth $9.8M.

In 2026-Q2, LPL Financial LLC increased their SMLV position (+1.4% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in SMLV in 2018-Q4. They have held the position across 31 quarters.

Position history for LPL Financial LLC's holdings in SPDR SER TR

Current Value

$9.8M

Current Shares

61,981

Total Value Change

+$6.2M

Total Shares Change

+19,331

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	61,981	+1.4%	$9.8M	0.0%	$156.36	28
2026-Q1	Decreased	61,138	-6.6%	$8.4M	0.0%	$135.40	0
2025-Q4	Increased	65,447	+5.0%	$8.6M	0.0%	$128.83	29
2025-Q3	Decreased	62,301	-17.0%	$8.1M	0.0%	$126.48	0
2025-Q2	Increased	75,092	+25.3%	$9.4M	0.0%	$121.16	34
2025-Q1	Increased	59,946	+21.1%	$7.4M	0.0%	$118.18	33
2024-Q4	Increased	49,480	+6.9%	$6.3M	0.0%	$121.92	29
2024-Q3	Increased	46,297	+6.5%	$5.8M	0.0%	$117.67	29
2024-Q2	Decreased	43,454	-1.9%	$4.8M	0.0%	$103.49	0
2024-Q1	Decreased	44,291	-20.7%	$5M	0.0%	$104.51	0
2023-Q4	Decreased	55,872	-13.0%	$6.3M	0.0%	$104.42	0
2023-Q3	Increased	64,236	+7.9%	$6.4M	0.0%	$91.07	29
2023-Q2	Decreased	59,555	-9.2%	$6.2M	0.0%	$94.50	0
2023-Q1	Decreased	65,566	-34.8%	$6.9M	0.0%	$95.60	0
2022-Q4	Increased	100,556	+113.3%	$10.8M	0.0%	$97.12	45
2022-Q3	Increased	47,140	+1.5%	$4.7M	0.0%	$88.35	27
2022-Q2	Increased	46,434	+6.0%	$4.8M	0.0%	$92.80	29
2022-Q1	Increased	43,820	+4.4%	$5M	0.0%	$100.93	28
2021-Q4	Increased	41,962	+8.5%	$5M	0.0%	$105.21	29
2021-Q3	Decreased	38,679	-31.8%	$4.3M	0.0%	$98.10	0
2021-Q2	Increased	56,672	+7.1%	$6.4M	0.0%	$97.93	29
2021-Q1	Increased	52,900	+8.0%	$5.9M	0.0%	$96.91	29
2020-Q4	Decreased	48,995	-13.2%	$4.7M	0.0%	$82.91	0
2020-Q3	Decreased	56,412	-16.7%	$4.3M	0.0%	$64.91	0
2020-Q2	Decreased	67,741	-58.3%	$5.2M	0.0%	$65.19	0
2020-Q1	Increased	162,531	+77.5%	$10.7M	0.0%	$56.02	42
2019-Q4	Increased	91,570	+21.0%	$9.2M	0.0%	$84.21	33
2019-Q3	Increased	75,672	+1.0%	$7.2M	0.0%	$79.36	28
2019-Q2	Increased	74,906	+54.4%	$7M	0.0%	$77.14	38
2019-Q1	Increased	48,501	+13.7%	$4.4M	0.0%	$75.26	30
2018-Q4	First report	42,650	-	$3.5M	0.0%	$67.86	0

Other major holders of SMLV: AMERIPRISE FINANCIAL INC