American Financial Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

American Financial Advisors’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	$17.6M	Sell	161,395 -88,312	-35%	-$9.1M	2.12%	15
2026 Q1	$23.6M	Sell	249,707 -5,931	-2%	-$573K	3.15%	12
2025 Q4	$23.3M	Sell	255,638 -11,362	-4%	-$1.02M	3%	13
2025 Q3	$23.7M	Buy	267,000 +12,892	+5%	+$1.1M	3.05%	12
2025 Q2	$20.3M	Sell	254,108 -4,280	-2%	-$325K	2.83%	13
2025 Q1	$20.3M	Sell	258,388 -4,716	-2%	-$400K	2.94%	14
2024 Q4	$23M	Sell	263,104 -5,118	-2%	-$457K	3.24%	13
2024 Q3	$23.3M	Sell	268,222 -6,393	-2%	-$535K	3.18%	14
2024 Q2	$21.5M	Buy	274,615 +2,958	+1%	+$235K	3.06%	13
2024 Q1	$22.5M	Sell	271,657 -6,714	-2%	-$538K	3.18%	12
2023 Q4	$23.2M	Sell	278,371 -5,218	-2%	-$386K	3.43%	12
2023 Q3	$20.5M	Sell	283,589 -1,969	-0.7%	-$152K	3.23%	12
2023 Q2	$22M	Sell	285,558 -44,795	-14%	-$3.33M	3.45%	11
2023 Q1	$25.2M	Sell	330,353 -4,334	-1%	-$344K	4.1%	10
2022 Q4	$24.8M	Sell	334,687 -1,793	-0.5%	-$134K	4.21%	9
2022 Q3	$22.6M	Buy	336,480 +397	+0.1%	+$29.9K	3.9%	9
2022 Q2	$24.3M	Buy	336,083 +1,700	+0.5%	+$133K	6.46%	6
2022 Q1	$27.9M	Buy	334,383 +3,897	+1%	+$323K	3.87%	8
2021 Q4	$28M	Sell	330,486 -75,642	-19%	-$6.46M	3.56%	11
2021 Q3	$33.3M	Buy	406,128 +314,757	+344%	+$25.8M	4.44%	6
2021 Q2	$7.83M	Buy	91,371 +83,217	+1,021%	+$7.08M	1.08%	25
2021 Q1	$669K	Buy	+8,154	New	+$628K	0.1%	72

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

American Financial Advisors's SLYV Position: Q2 2026 in Review

American Financial Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 35% in Q2 2026, selling an estimated $9.1M and leaving 161,395 shares worth $17.6M. The position accounts for 2.12% of the portfolio, ranked #15.

American Financial Advisors first reported a position in SLYV in Q1 2021 and has held it in 22 quarters since. The position peaked at $33.3M in Q3 2021. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

American Financial Advisors held 161,395 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $17.6M as of Q2 2026.
American Financial Advisors sold 88,312 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $9.1M.
State Street SPDR S&P 600 Small Cap Value ETF made up 2.12% of American Financial Advisors's portfolio in Q2 2026, its #15 holding.
American Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
American Financial Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $33.3M in Q3 2021.
616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.