SMFG
SPLV icon

Sumitomo Mitsui Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$162K Hold
2,168
– – ﹤0.01% 164
2026
Q1 		$159K Buy
2,168
+1,972
+1,006% +$146K ﹤0.01% 145
2025
Q4 		$14K Hold
196
– – ﹤0.01% 170
2025
Q3 		$14.4K Hold
196
– – ﹤0.01% 161
2025
Q2 		$14.3K Hold
196
– – ﹤0.01% 212
2025
Q1 		$14.6K Sell
196
-32
-14% -$2.31K ﹤0.01% 162
2024
Q4 		$16K Hold
228
– – ﹤0.01% 154
2024
Q3 		$16.4K Sell
228
-70
-23% -$4.81K ﹤0.01% 158
2024
Q2 		$19.4K Sell
298
-348
-54% -$22.5K ﹤0.01% 165
2024
Q1 		$42.6K Sell
646
-208
-24% -$13.3K ﹤0.01% 152
2023
Q4 		$53.5K Sell
854
-202
-19% -$12.2K ﹤0.01% 141
2023
Q3 		$62.1K Sell
1,056
-20
-2% -$1.24K ﹤0.01% 135
2023
Q2 		$67.6K Sell
1,076
-698
-39% -$43.7K ﹤0.01% 145
2023
Q1 		$111K Sell
1,774
-340
-16% -$21.2K ﹤0.01% 136
2022
Q4 		$135K Sell
2,114
-420
-17% -$26.1K 0.01% 138
2022
Q3 		$147K Sell
2,534
-45
-2% -$2.85K 0.01% 159
2022
Q2 		$160K Sell
2,579
-92
-3% -$5.95K ﹤0.01% 172
2022
Q1 		$179K Sell
2,671
-173
-6% -$11.3K 0.01% 154
2021
Q4 		$195K Buy
2,844
+9
+0.3% +$579 0.01% 154
2021
Q3 		$172K Buy
2,835
+10
+0.4% +$630 ﹤0.01% 159
2021
Q2 		$172K Sell
2,825
-1,562
-36% -$94.7K ﹤0.01% 131
2021
Q1 		$255K Sell
4,387
-365
-8% -$20.5K 0.01% 141
2020
Q4 		$267K Sell
4,752
-446
-9% -$24.5K 0.01% 121
2020
Q3 		$279K Sell
5,198
-2,804
-35% -$149K 0.01% 117
2020
Q2 		$398K Sell
8,002
-6,644
-45% -$327K 0.01% 95
2020
Q1 		$687K Buy
14,646
+2,984
+26% +$167K 0.03% 85
2019
Q4 		$680K Buy
11,662
+8,418
+259% +$483K 0.05% 80
2019
Q3 		$188K Buy
+3,244
New +$183K 0.02% 99

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sumitomo Mitsui Financial Group's SPLV Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 2,168 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Sumitomo Mitsui Financial Group first reported a position in SPLV in Q3 2019 and has held it in 28 quarters since. The position peaked at $687K in Q1 2020. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 2,168 shares of Invesco S&P 500 Low Volatility ETF worth $162K as of Q2 2026.
  • Sumitomo Mitsui Financial Group left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #164 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2019 and has held it in 28 quarters since.
  • Sumitomo Mitsui Financial Group's Invesco S&P 500 Low Volatility ETF position peaked at $687K in Q1 2020.
  • 755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.