William Blair & Company’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

William Blair & Company’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	$1.53K	Hold	11	–	–	﹤0.01%	1900
2025 Q4	$1.45K	Buy	+11	New	+$1.43K	﹤0.01%	1845
2020 Q2	–	Sell	-224	Closed	-$15K	–	1741
2020 Q1	$15K	Hold	224	–	–	﹤0.01%	1530
2019 Q4	$22K	Hold	224	–	–	﹤0.01%	1576
2019 Q3	$21K	Hold	224	–	–	﹤0.01%	1540
2019 Q2	$21K	Hold	224	–	–	﹤0.01%	1582
2019 Q1	$20K	Hold	224	–	–	﹤0.01%	1565
2018 Q4	$19K	Hold	224	–	–	﹤0.01%	1498
2018 Q3	$22K	Hold	224	–	–	﹤0.01%	1524
2018 Q2	$21K	Hold	224	–	–	﹤0.01%	1495
2018 Q1	$20K	Buy	+224	New	+$20.1K	﹤0.01%	1422

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

William Blair & Company's SMLV Position: Q1 2026 in Review

William Blair & Company held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q1 2026 at 11 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

William Blair & Company first reported a position in SMLV in Q1 2018 and has held it in 11 quarters since. The position peaked at $22K in Q4 2019. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

William Blair & Company held 11 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $1.53K as of Q1 2026.
William Blair & Company left its State Street SPDR US Small Cap Low Volatility Index ETF share count unchanged in Q1 2026.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1900 holding.
William Blair & Company first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2018 and has held it in 11 quarters since.
William Blair & Company's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $22K in Q4 2019.
94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.