Fidelity Investments’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Fidelity Investments’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	$27.9K	Buy	203 +50	+33%	+$6.94K	﹤0.01%	4378
2025 Q4	$20.1K	Sell	153 -6	-4%	-$778	﹤0.01%	4465
2025 Q3	$20.6K	Buy	159 +2	+1%	+$258	﹤0.01%	4347
2025 Q2	$19.7K	Sell	157 -23	-13%	-$2.79K	﹤0.01%	4292
2025 Q1	$22.2K	Sell	180 -17	-9%	-$2.18K	﹤0.01%	4188
2024 Q4	$25.2K	Hold	197	–	–	﹤0.01%	4126
2024 Q3	$24.5K	Sell	197 -7	-3%	-$846	﹤0.01%	4091
2024 Q2	$22.5K	Sell	204 -128	-39%	-$13.9K	﹤0.01%	4020
2024 Q1	$37.2K	Buy	332 +229	+222%	+$24.9K	﹤0.01%	3734
2023 Q4	$11.6K	Sell	103 -118	-53%	-$12K	﹤0.01%	4189
2023 Q3	$21.9K	Buy	221 +80	+57%	+$8.36K	﹤0.01%	3763
2023 Q2	$14.6K	Sell	141 -12	-8%	-$1.22K	﹤0.01%	3998
2023 Q1	$16.1K	Hold	153	–	–	﹤0.01%	3935
2022 Q4	$16.5K	Sell	153 -9	-6%	-$973	﹤0.01%	3847
2022 Q3	$16K	Buy	162 +38	+31%	+$4.09K	﹤0.01%	3939
2022 Q2	$13K	Hold	124	–	–	﹤0.01%	4030
2022 Q1	$14K	Sell	124 -9	-7%	-$1.03K	﹤0.01%	4137
2021 Q4	$16K	Hold	133	–	–	﹤0.01%	3520
2021 Q3	$15K	Hold	133	–	–	﹤0.01%	3522
2021 Q2	$15K	Sell	133 -13	-9%	-$1.49K	﹤0.01%	3461
2021 Q1	$16K	Sell	146 -2	-1%	-$212	﹤0.01%	3295
2020 Q4	$14K	Buy	+148	New	+$12.9K	﹤0.01%	3248
2020 Q3	–	Sell	-1	Closed	–	–	3966
2020 Q2	$0	Hold	1	–	–	﹤0.01%	4124
2020 Q1	$0	Buy	+1	New	+$89	﹤0.01%	4216

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

Fidelity Investments's SMLV Position: Q1 2026 in Review

Fidelity Investments increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 33% in Q1 2026, buying an estimated $6.94K and bringing the position to 203 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4378.

Fidelity Investments first reported a position in SMLV in Q1 2020 and has held it in 24 quarters since. The position peaked at $37.2K in Q1 2024. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

Fidelity Investments held 203 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $27.9K as of Q1 2026.
Fidelity Investments bought 50 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $6.94K.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4378 holding.
Fidelity Investments first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2020 and has held it in 24 quarters since.
Fidelity Investments's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $37.2K in Q1 2024.
94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.