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

American Financial & Tax Strategies’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 		$1.3M Hold
11,890
– – 0.59% 48
2026
Q1 		$1.12M Sell
11,890
-167
-1% -$16.1K 0.55% 50
2025
Q4 		$1.1M Buy
12,057
+28
+0.2% +$2.52K 0.55% 50
2025
Q3 		$1.07M Sell
12,029
-292
-2% -$24.9K 0.53% 51
2025
Q2 		$983K Buy
12,321
+22
+0.2% +$1.67K 0.51% 52
2025
Q1 		$964K Sell
12,299
-966
-7% -$81.9K 0.52% 51
2024
Q4 		$1.16M Sell
13,265
-105
-0.8% -$9.38K 0.6% 46
2024
Q3 		$1.16M Buy
13,370
+250
+2% +$20.9K 0.59% 49
2024
Q2 		$1.03M Buy
13,120
+384
+3% +$30.5K 0.54% 50
2024
Q1 		$1.06M Sell
12,736
-591
-4% -$47.4K 0.57% 49
2023
Q4 		$1.11M Buy
+13,327
New +$986K 0.63% 47

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
CF
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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

American Financial & Tax Strategies's SLYV Position: Q2 2026 in Review

American Financial & Tax Strategies held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 11,890 shares worth $1.3M. The position accounts for 0.59% of the portfolio, ranked #48.

American Financial & Tax Strategies first reported a position in SLYV in Q4 2023 and has held it in 11 quarters since. 456 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • American Financial & Tax Strategies held 11,890 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.3M as of Q2 2026.
  • American Financial & Tax Strategies left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.59% of American Financial & Tax Strategies's portfolio in Q2 2026, its #48 holding.
  • American Financial & Tax Strategies first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 456 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 & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.