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

Addis & Hill’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 		$535K Hold
4,899
– – 0.29% 23
2026
Q1 		$463K Hold
4,899
– – 0.28% 24
2025
Q4 		$446K Hold
4,899
– – 0.27% 23
2025
Q3 		$437K Sell
4,899
-142
-3% -$12.1K 0.27% 25
2025
Q2 		$402K Sell
5,041
-410
-8% -$31.1K 0.26% 25
2025
Q1 		$427K Buy
5,451
+1
+0% +$85 0.3% 25
2024
Q4 		$476K Hold
5,450
– – 0.35% 22
2024
Q3 		$473K Hold
5,450
– – 0.36% 26
2024
Q2 		$425K Sell
5,450
-75
-1% -$5.96K 0.35% 23
2024
Q1 		$445K Hold
5,525
– – 0.38% 24
2023
Q4 		$436K Buy
+5,525
New +$409K 0.39% 21

Other funds holding SLYV

GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return