Accredited Investors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Accredited Investors’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$730K	Sell	6,688 -11	-0.2%	-$1.13K	0.03%	141
2026 Q1	$634K	Sell	6,699 -407	-6%	-$39.3K	0.03%	140
2025 Q4	$646K	Sell	7,106 -270	-4%	-$24.3K	0.03%	142
2025 Q3	$654K	Sell	7,376 -59	-0.8%	-$5.03K	0.04%	126
2025 Q2	$593K	Sell	7,435 -500	-6%	-$37.9K	0.04%	128
2025 Q1	$622K	Sell	7,935 -66	-0.8%	-$5.6K	0.04%	114
2024 Q4	$698K	Sell	8,001 -475	-6%	-$42.4K	0.04%	107
2024 Q3	$736K	Hold	8,476	–	–	0.04%	108
2024 Q2	$664K	Hold	8,476	–	–	0.04%	106
2024 Q1	$703K	Sell	8,476 -194	-2%	-$15.6K	0.05%	105
2023 Q4	$722K	Hold	8,670	–	–	0.05%	102
2023 Q3	$627K	Hold	8,670	–	–	0.05%	102
2023 Q2	$669K	Buy	8,670 +812	+10%	+$60.4K	0.05%	95
2023 Q1	$599K	Hold	7,858	–	–	0.05%	98
2022 Q4	$583K	Buy	7,858 +194	+3%	+$14.6K	0.05%	94
2022 Q3	$515K	Hold	7,664	–	–	0.06%	95
2022 Q2	$555K	Hold	7,664	–	–	0.07%	98
2022 Q1	$639K	Hold	7,664	–	–	0.06%	97
2021 Q4	$649K	Buy	+7,664	New	+$655K	0.06%	97

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Accredited Investors's SLYV Position: Q2 2026 in Review

Accredited Investors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.16% in Q2 2026, selling an estimated $1.13K and leaving 6,688 shares worth $730K. The position accounts for 0.03% of the portfolio, ranked #141.

Accredited Investors first reported a position in SLYV in Q4 2021 and has held it in 19 quarters since. The position peaked at $736K in Q3 2024. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Accredited Investors held 6,688 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $730K as of Q2 2026.
Accredited Investors sold 11 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $1.13K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.03% of Accredited Investors's portfolio in Q2 2026, its #141 holding.
Accredited Investors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
Accredited Investors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $736K in Q3 2024.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.