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

Aptus Capital 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	$3.62M	Buy	33,158 +3	+0%	+$309	0.02%	418
2026 Q1	$3.14M	Sell	33,155 -4,272	-11%	-$413K	0.02%	411
2025 Q4	$3.4M	Buy	37,427 +1,766	+5%	+$159K	0.02%	374
2025 Q3	$3.16M	Sell	35,661 -1,341	-4%	-$114K	0.02%	373
2025 Q2	$2.95M	Sell	37,002 -404	-1%	-$30.6K	0.02%	365
2025 Q1	$2.93M	Sell	37,406 -937	-2%	-$79.5K	0.03%	344
2024 Q4	$3.35M	Sell	38,343 -4,427	-10%	-$396K	0.04%	325
2024 Q3	$3.71M	Sell	42,770 -4,048	-9%	-$339K	0.06%	248
2024 Q2	$3.67M	Sell	46,818 -16,342	-26%	-$1.3M	0.06%	220
2024 Q1	$5.24M	Buy	+63,160	New	+$5.06M	0.1%	175
2022 Q4	–	Sell	-67	Closed	-$4K	–	838
2022 Q3	$4K	Hold	67	–	–	﹤0.01%	716
2022 Q2	$5K	Buy	+67	New	+$5.23K	﹤0.01%	612

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

Aptus Capital Advisors's SLYV Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.01% in Q2 2026, buying an estimated $309 and bringing the position to 33,158 shares worth $3.62M. The position accounts for 0.02% of the portfolio, ranked #418.

Aptus Capital Advisors first reported a position in SLYV in Q2 2022 and has held it in 12 quarters since. The position peaked at $5.24M in Q1 2024. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Aptus Capital Advisors held 33,158 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.62M as of Q2 2026.
Aptus Capital Advisors bought 3 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $309.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #418 holding.
Aptus Capital Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2022 and has held it in 12 quarters since.
Aptus Capital Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $5.24M 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 Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.