MML Investors Services’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

MML Investors Services’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 Q2	$591K	Sell	3,757 -145	-4%	-$21.4K	﹤0.01%	2353
2026 Q1	$535K	Buy	3,902 +2,026	+108%	+$281K	﹤0.01%	2171
2025 Q4	$246K	Buy	1,876 +317	+20%	+$41.1K	﹤0.01%	2756
2025 Q3	$202K	Buy	+1,559	New	+$201K	﹤0.01%	2756
2023 Q4	–	Sell	-4,747	Closed	-$469K	–	2507
2023 Q3	$469K	Buy	4,747 +48	+1%	+$5.01K	﹤0.01%	1674
2023 Q2	$485K	Buy	4,699 +24	+0.5%	+$2.44K	﹤0.01%	1651
2023 Q1	$491K	Buy	4,675 +1,988	+74%	+$218K	﹤0.01%	1414
2022 Q4	$289K	Sell	2,687 -131	-5%	-$14.2K	﹤0.01%	1808
2022 Q3	$278K	Sell	2,818 -1,026	-27%	-$110K	﹤0.01%	1727
2022 Q2	$401K	Buy	3,844 +35	+0.9%	+$3.79K	﹤0.01%	1523
2022 Q1	$435K	Sell	3,809 -10	-0.3%	-$1.15K	﹤0.01%	1533
2021 Q4	$456K	Sell	3,819 -56	-1%	-$6.57K	﹤0.01%	1467
2021 Q3	$435K	Buy	3,875 +151	+4%	+$17K	﹤0.01%	1437
2021 Q2	$419K	Sell	3,724 -151	-4%	-$17.3K	﹤0.01%	1414
2021 Q1	$432K	Sell	3,875 -360	-9%	-$38.2K	﹤0.01%	1335
2020 Q4	$405K	Sell	4,235 -2,424	-36%	-$211K	﹤0.01%	1263
2020 Q3	$505K	Sell	6,659 -22,544	-77%	-$1.75M	0.01%	1040
2020 Q2	$2.23M	Buy	29,203 +656	+2%	+$47.2K	0.03%	460
2020 Q1	$1.89M	Sell	28,547 -1,599	-5%	-$143K	0.03%	439
2019 Q4	$3.02M	Buy	30,146 +3,436	+13%	+$336K	0.04%	373
2019 Q3	$2.54M	Sell	26,710 -96	-0.4%	-$8.99K	0.04%	374
2019 Q2	$2.49M	Buy	26,806 +708	+3%	+$65.5K	0.04%	405
2019 Q1	$2.39M	Buy	26,098 +2,032	+8%	+$184K	0.04%	402
2018 Q4	$2M	Buy	24,066 +1,737	+8%	+$156K	0.04%	415
2018 Q3	$2.17M	Buy	22,329 +3,818	+21%	+$373K	0.04%	423
2018 Q2	$1.76M	Buy	18,511 +2,467	+15%	+$228K	0.04%	391
2018 Q1	$1.42M	Buy	16,044 +534	+3%	+$48K	0.03%	432
2017 Q4	$1.42M	Buy	15,510 +1,468	+10%	+$141K	0.03%	436
2017 Q3	$1.34M	Buy	14,042 +709	+5%	+$65.2K	0.03%	422
2017 Q2	$1.23M	Buy	+13,333	New	+$1.22M	0.02%	447

Other funds holding SMLV

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

McKinney Capital Management Houston, Texas $254M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services's SMLV Position: Q2 2026 in Review

MML Investors Services reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 3.7% in Q2 2026, selling an estimated $21.4K and leaving 3,757 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

MML Investors Services first reported a position in SMLV in Q2 2017 and has held it in 30 quarters since. The position peaked at $3.02M in Q4 2019. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

MML Investors Services held 3,757 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $591K as of Q2 2026.
MML Investors Services sold 145 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $21.4K.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2353 holding.
MML Investors Services first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2017 and has held it in 30 quarters since.
MML Investors Services's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $3.02M in Q4 2019.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.