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

Armbruster Capital Management’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	$331K	Sell	3,038 -50	-2%	-$5.15K	0.05%	112
2026 Q1	$292K	Hold	3,088	–	–	0.05%	121
2025 Q4	$281K	Sell	3,088 -168	-5%	-$15.1K	0.05%	120
2025 Q3	$289K	Hold	3,256	–	–	0.05%	117
2025 Q2	$260K	Hold	3,256	–	–	0.05%	118
2025 Q1	$255K	Sell	3,256 -57	-2%	-$4.83K	0.05%	115
2024 Q4	$289K	Sell	3,313 -231	-7%	-$20.6K	0.06%	110
2024 Q3	$308K	Hold	3,544	–	–	0.06%	104
2024 Q2	$278K	Hold	3,544	–	–	0.06%	103
2024 Q1	$294K	Sell	3,544 -26	-0.7%	-$2.08K	0.06%	93
2023 Q4	$297K	Sell	3,570 -75	-2%	-$5.55K	0.07%	89
2023 Q3	$264K	Hold	3,645	–	–	0.07%	93
2023 Q2	$281K	Hold	3,645	–	–	0.07%	91
2023 Q1	$278K	Sell	3,645 -243	-6%	-$19.3K	0.07%	88
2022 Q4	$289K	Sell	3,888 -35	-0.9%	-$2.63K	0.07%	86
2022 Q3	$263K	Hold	3,923	–	–	0.08%	91
2022 Q2	$284K	Sell	3,923 -1,175	-23%	-$91.7K	0.08%	93
2022 Q1	$425K	Sell	5,098 -203	-4%	-$16.8K	0.1%	84
2021 Q4	$449K	Buy	+5,301	New	+$453K	0.1%	85

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

Armbruster Capital Management's SLYV Position: Q2 2026 in Review

Armbruster Capital Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.6% in Q2 2026, selling an estimated $5.15K and leaving 3,038 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #112.

Armbruster Capital Management first reported a position in SLYV in Q4 2021 and has held it in 19 quarters since. The position peaked at $449K in Q4 2021. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Armbruster Capital Management held 3,038 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $331K as of Q2 2026.
Armbruster Capital Management sold 50 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $5.15K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.05% of Armbruster Capital Management's portfolio in Q2 2026, its #112 holding.
Armbruster Capital Management 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.
Armbruster Capital Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $449K in Q4 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 Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.