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

Advisory Services Network’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 Q1	$931K	Sell	9,848 -813	-8%	-$78.6K	0.01%	976
2025 Q4	$970K	Sell	10,661 -52	-0.5%	-$4.67K	0.01%	899
2025 Q3	$950K	Buy	10,713 +615	+6%	+$52.4K	0.01%	887
2025 Q2	$817K	Buy	10,098 +1,047	+12%	+$79.4K	0.01%	913
2025 Q1	$710K	Sell	9,051 -2,659	-23%	-$226K	0.01%	906
2024 Q4	$1.02M	Sell	11,710 -1,677	-13%	-$150K	0.02%	736
2024 Q3	$1.05M	Hold	13,387	–	–	0.02%	697
2024 Q2	$1.05M	Buy	13,387 +3,130	+31%	+$249K	0.02%	697
2024 Q1	$851K	Buy	10,257 +1,362	+15%	+$109K	0.02%	751
2023 Q4	$741K	Buy	8,895 +625	+8%	+$46.2K	0.02%	751
2023 Q3	$599K	Sell	8,270 -1,220	-13%	-$94.3K	0.02%	832
2023 Q2	$733K	Sell	9,490 -57	-0.6%	-$4.24K	0.02%	752
2023 Q1	$727K	Sell	9,547 -46	-0.5%	-$3.65K	0.02%	744
2022 Q4	$712K	Sell	9,593 -4,379	-31%	-$328K	0.02%	708
2022 Q3	$938K	Sell	13,972 -9,288	-40%	-$699K	0.03%	565
2022 Q2	$1.68M	Sell	23,260 -7,099	-23%	-$554K	0.06%	401
2022 Q1	$2.53M	Sell	30,359 -13,917	-31%	-$1.15M	0.07%	327
2021 Q4	$3.75M	Buy	44,276 +30,605	+224%	+$2.61M	0.11%	236
2021 Q3	$1.12M	Buy	13,671 +1,643	+14%	+$135K	0.04%	559
2021 Q2	$1.03M	Sell	12,028 -28,777	-71%	-$2.45M	0.03%	576
2021 Q1	$3.35M	Buy	40,805 +29,293	+254%	+$2.26M	0.12%	215
2020 Q4	$762K	Sell	11,512 -5,295	-32%	-$315K	0.03%	583
2020 Q3	$842K	Buy	16,807 +4,096	+32%	+$210K	0.04%	455
2020 Q2	$624K	Buy	12,711 +4,438	+54%	+$203K	0.03%	529
2020 Q1	$338K	Buy	8,273 +4,791	+138%	+$271K	0.02%	637
2019 Q4	$229K	Buy	3,482 +1,447	+71%	+$91.6K	0.01%	864
2019 Q3	$123K	Hold	2,035	–	–	0.01%	989
2019 Q2	$123K	Hold	2,035	–	–	0.01%	987
2019 Q1	$123K	Buy	2,035 +334	+20%	+$20.1K	0.01%	912
2018 Q4	$92K	Buy	1,701 +1	+0.1%	+$61	0.01%	926
2018 Q3	$116K	Hold	1,700	–	–	0.01%	924
2018 Q2	$117K	Sell	1,700 -194	-10%	-$12.7K	0.01%	891
2018 Q1	$117K	Hold	1,894	–	–	0.01%	969
2017 Q4	$119K	Sell	1,894 -6,494	-77%	-$414K	0.01%	931
2017 Q3	$530K	Buy	8,388 +426	+5%	+$25.3K	0.06%	392
2017 Q2	$475K	Buy	7,962 +374	+5%	+$22K	0.06%	395
2017 Q1	$448K	Buy	+7,588	New	+$450K	0.07%	374
2016 Q3	$162K	Buy	3,026 +1,214	+67%	+$63.9K	0.03%	560
2016 Q2	$91K	Buy	1,812 +112	+7%	+$5.52K	0.02%	639
2016 Q1	$83K	Hold	1,700	–	–	0.02%	555
2015 Q4	$79K	Hold	1,700	–	–	0.03%	489
2015 Q3	$80K	Sell	1,700 -200	-11%	-$10K	0.02%	441
2015 Q2	$101K	Hold	1,900	–	–	0.03%	376
2015 Q1	$102K	Sell	1,900 -100	-5%	-$5.23K	0.03%	380
2014 Q4	$101K	Buy	+2,000	New	+$107K	0.03%	334
2014 Q1	–	Sell	-2,000	Closed	-$106K	–	702
2013 Q4	$106K	Buy	+2,000	New	+$102K	0.05%	239

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Advisory Services Network's SLYV Position: Q1 2026 in Review

Advisory Services Network reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 7.6% in Q1 2026, selling an estimated $78.6K and leaving 9,848 shares worth $931K. The position accounts for 0.01% of the portfolio, ranked #976.

Advisory Services Network first reported a position in SLYV in Q4 2013 and has held it in 46 quarters since. The position peaked at $3.75M in Q4 2021. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Advisory Services Network held 9,848 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $931K as of Q1 2026.
Advisory Services Network sold 813 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $78.6K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #976 holding.
Advisory Services Network first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2013 and has held it in 46 quarters since.
Advisory Services Network's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.75M in Q4 2021.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.