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

Savant Capital’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	$573K	Sell	4,180 -1,620	-28%	-$225K	﹤0.01%	841
2025 Q4	$761K	Sell	5,800 -43	-0.7%	-$5.58K	﹤0.01%	669
2025 Q3	$758K	Sell	5,843 -412	-7%	-$53.2K	﹤0.01%	653
2025 Q2	$783K	Sell	6,255 -462	-7%	-$55.9K	0.01%	605
2025 Q1	$825K	Buy	6,717 +3	+0%	+$385	0.01%	532
2024 Q4	$857K	Sell	6,714 -3,188	-32%	-$417K	0.01%	706
2024 Q3	$1.23M	Buy	+9,902	New	+$1.2M	0.01%	571

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

Savant Capital's SMLV Position: Q1 2026 in Review

Savant Capital reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 28% in Q1 2026, selling an estimated $225K and leaving 4,180 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Savant Capital first reported a position in SMLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q3 2024. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

Savant Capital held 4,180 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $573K as of Q1 2026.
Savant Capital sold 1,620 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $225K.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #841 holding.
Savant Capital first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2024 and has held it in 7 quarters since.
Savant Capital's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.23M in Q3 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 Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.