CA
SVV icon

Clearstead Advisors’s Savers SVV Stock Holding History

Clearstead Advisors’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$909 Buy
+90
New +$781 ﹤0.01% 2732
2025
Q4 		– Sell
-577
Closed -$7.65K – 3220
2025
Q3 		$7.65K Buy
577
+5
+0.9% +$57 ﹤0.01% 2005
2025
Q2 		$5.83K Buy
+572
New +$5.6K ﹤0.01% 2062

Other funds holding SVV

AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

Clearstead Advisors's SVV Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Savers (SVV) in Q2 2026: 90 shares worth $909. The stake represents ﹤0.01% of the portfolio and ranks #2732 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SVV as recently as Q3 2025.

Clearstead Advisors first reported a position in SVV in Q2 2025 and has held it in 3 quarters since. The position peaked at $7.65K in Q3 2025. 150 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • Clearstead Advisors held 90 shares of Savers worth $909 as of Q2 2026.
  • Savers was a new Clearstead Advisors position in Q2 2026.
  • Savers made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2732 holding.
  • Clearstead Advisors first reported a position in Savers in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Savers position peaked at $7.65K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.