Acorn Financial Advisory Services’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Acorn Financial Advisory Services’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	$1.43M	Sell	13,104 -426	-3%	-$43.9K	0.19%	60
2026 Q1	$1.28M	Buy	13,530 +414	+3%	+$40K	0.18%	61
2025 Q4	$1.19M	Buy	13,116 +1	+0%	+$90	0.18%	58
2025 Q3	$1.16M	Hold	13,115	–	–	0.18%	61
2025 Q2	$1.05M	Hold	13,115	–	–	0.17%	64
2025 Q1	$1.03M	Sell	13,115 -694	-5%	-$58.9K	0.19%	65
2024 Q4	$1.2M	Buy	13,809 +55	+0.4%	+$4.91K	0.2%	59
2024 Q3	$1.19M	Buy	13,754 +900	+7%	+$75.3K	0.21%	53
2024 Q2	$1.01M	Sell	12,854 -2,336	-15%	-$186K	0.19%	64
2024 Q1	$1.26M	Sell	15,190 -3,474	-19%	-$279K	0.24%	57
2023 Q4	$1.54M	Sell	18,664 -4,327	-19%	-$320K	0.27%	54
2023 Q3	$1.65M	Buy	22,991 +104	+0.5%	+$8.04K	0.3%	52
2023 Q2	$1.77M	Hold	22,887	–	–	0.31%	46
2023 Q1	$1.74M	Buy	22,887 +800	+4%	+$63.6K	0.34%	42
2022 Q4	$1.64M	Sell	22,087 -800	-3%	-$60K	0.35%	35
2022 Q3	$1.54M	Hold	22,887	–	–	0.37%	35
2022 Q2	$1.66M	Hold	22,887	–	–	0.4%	35
2022 Q1	$1.9M	Hold	22,887	–	–	0.38%	37
2021 Q4	$1.94M	Sell	22,887 -233	-1%	-$19.9K	0.39%	40
2021 Q3	$1.9M	Hold	23,120	–	–	0.59%	38
2021 Q2	$1.98M	Sell	23,120 -348	-1%	-$29.6K	0.58%	41
2021 Q1	$1.93M	Hold	23,468	–	–	0.71%	31
2020 Q4	$1.56M	Hold	23,468	–	–	0.61%	40
2020 Q3	$1.18M	Sell	23,468 -94	-0.4%	-$4.82K	0.62%	40
2020 Q2	$1.16M	Buy	23,562 +94	+0.4%	+$4.31K	0.81%	31
2020 Q1	$958K	Sell	23,468 -383	-2%	-$21.7K	0.95%	29
2019 Q4	$1.57M	Buy	+23,851	New	+$1.51M	1.32%	13

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

Acorn Financial Advisory Services's SLYV Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3.1% in Q2 2026, selling an estimated $43.9K and leaving 13,104 shares worth $1.43M. The position accounts for 0.19% of the portfolio, ranked #60.

Acorn Financial Advisory Services first reported a position in SLYV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.98M in Q2 2021. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Acorn Financial Advisory Services held 13,104 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.43M as of Q2 2026.
Acorn Financial Advisory Services sold 426 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $43.9K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.19% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #60 holding.
Acorn Financial Advisory Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.98M in Q2 2021.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.