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 Q2	–	Sell	-11	Closed	-$1.53K	–	2057
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

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

William Blair & Company's SMLV Position: Q2 2026 in Review

William Blair & Company sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2026, closing a stake of 11 shares — an estimated $1.53K sold.

William Blair & Company first reported a position in SMLV in Q1 2018 and held it in 11 quarters. The position peaked at $22K in Q4 2019. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

William Blair & Company reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2026 after selling out during the quarter.
William Blair & Company sold 11 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $1.53K.
William Blair & Company first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2018 and held it in 11 quarters.
William Blair & Company's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $22K 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 William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.