State Street’s NuScale Power SMR Stock Holding History

State Street’s Portfolio SMR Stock Details SMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$66.8M	Buy	6,662,750 +3,124,774	+88%	+$35.2M	﹤0.01%	1699
2026 Q1	$38.4M	Buy	3,537,976 +575,684	+19%	+$8.76M	﹤0.01%	1888
2025 Q4	$42M	Buy	2,962,292 +113,250	+4%	+$3.24M	﹤0.01%	1835
2025 Q3	$103M	Buy	2,849,042 +112,855	+4%	+$4.5M	﹤0.01%	1323
2025 Q2	$108M	Buy	2,736,187 +746,667	+38%	+$18.7M	﹤0.01%	1265
2025 Q1	$28.2M	Buy	1,989,520 +153,182	+8%	+$3.1M	﹤0.01%	1935
2024 Q4	$32.9M	Buy	1,836,338 +161,343	+10%	+$3.33M	﹤0.01%	1938
2024 Q3	$19.4M	Buy	1,674,995 +154,368	+10%	+$1.57M	﹤0.01%	2219
2024 Q2	$17.8M	Buy	1,520,627 +484,376	+47%	+$3.45M	﹤0.01%	2222
2024 Q1	$5.5M	Sell	1,036,251 -21,442	-2%	-$76.9K	﹤0.01%	2887
2023 Q4	$3.48M	Buy	1,057,693 +64,383	+6%	+$229K	﹤0.01%	3118
2023 Q3	$4.87M	Buy	993,310 +199,637	+25%	+$1.32M	﹤0.01%	2931
2023 Q2	$5.4M	Buy	793,673 +271,127	+52%	+$2.2M	﹤0.01%	2961
2023 Q1	$4.75M	Buy	522,546 +21,958	+4%	+$220K	﹤0.01%	3011
2022 Q4	$5.14M	Buy	500,588 +145,111	+41%	+$1.61M	﹤0.01%	3029
2022 Q3	$4.15M	Buy	355,477 +201,490	+131%	+$2.65M	﹤0.01%	3149
2022 Q2	$1.54M	Buy	+153,987	New	+$1.54M	﹤0.01%	3537

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street's SMR Position: Q2 2026 in Review

State Street increased its NuScale Power (SMR) stake by 88% in Q2 2026, buying an estimated $35.2M and bringing the position to 6,662,750 shares worth $66.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

State Street first reported a position in SMR in Q2 2022 and has held it in 17 quarters since. The position peaked at $108M in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

State Street held 6,662,750 shares of NuScale Power worth $66.8M as of Q2 2026.
State Street bought 3,124,774 NuScale Power shares in Q2 2026, an estimated $35.2M.
NuScale Power made up ﹤0.01% of State Street's portfolio in Q2 2026, its #1699 holding.
State Street first reported a position in NuScale Power in Q2 2022 and has held it in 17 quarters since.
State Street's NuScale Power position peaked at $108M in Q2 2025.
519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.