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

Ameritas 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	$742K	Buy	6,804 +1,296	+24%	+$134K	0.02%	665
2026 Q1	$521K	Buy	5,508 +326	+6%	+$31.5K	0.02%	560
2025 Q4	$471K	Sell	5,182 -2,548	-33%	-$229K	0.02%	591
2025 Q3	$685K	Buy	7,730 +661	+9%	+$56.3K	0.04%	318
2025 Q2	$564K	Sell	7,069 -3,999	-36%	-$303K	0.03%	476
2025 Q1	$958K	Sell	11,068 -582	-5%	-$49.4K	0.04%	407
2024 Q4	$1.02M	Buy	11,650 +162	+1%	+$14.5K	0.04%	410
2024 Q3	$997K	Sell	11,488 -1,246	-10%	-$104K	0.04%	388
2024 Q2	$997K	Sell	12,734 -30,191	-70%	-$2.4M	0.04%	413
2024 Q1	$3.52M	Buy	42,925 +9,881	+30%	+$792K	0.14%	142
2023 Q4	$2.73M	Buy	33,044 +764	+2%	+$56.5K	0.15%	137
2023 Q3	$2.31M	Buy	32,280 +20,437	+173%	+$1.58M	0.12%	182
2023 Q2	$905K	Sell	11,843 -13,047	-52%	-$970K	0.12%	196
2023 Q1	$1.88M	Sell	24,890 -4,756	-16%	-$378K	0.09%	203
2022 Q4	$2.2M	Buy	29,646 +7,443	+34%	+$558K	0.1%	204
2022 Q3	$1.49M	Buy	22,203 +1,225	+6%	+$92.1K	0.09%	222
2022 Q2	$1.52M	Buy	20,978 +3,789	+22%	+$296K	0.09%	222
2022 Q1	$1.43M	Buy	17,189 +2,464	+17%	+$204K	0.05%	266
2021 Q4	$1.25M	Buy	+14,725	New	+$1.26M	0.05%	300

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

Ameritas Advisory Services's SLYV Position: Q2 2026 in Review

Ameritas Advisory Services increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 24% in Q2 2026, buying an estimated $134K and bringing the position to 6,804 shares worth $742K. The position accounts for 0.02% of the portfolio, ranked #665.

Ameritas Advisory Services first reported a position in SLYV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.52M in Q1 2024. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Ameritas Advisory Services held 6,804 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $742K as of Q2 2026.
Ameritas Advisory Services bought 1,296 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $134K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #665 holding.
Ameritas Advisory Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.52M in Q1 2024.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.