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 Q3	$310K	Hold	3,038	–	–	0.05%	113
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%	-$2.62K	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

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Armbruster Capital Management's SLYV Position: Q3 2026 in Review

Armbruster Capital Management held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q3 2026 at 3,038 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #113.

Armbruster Capital Management first reported a position in SLYV in Q4 2021 and has held it in 20 quarters since. The position peaked at $449K in Q4 2021. 126 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Armbruster Capital Management held 3,038 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $310K as of Q3 2026.
Armbruster Capital Management left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q3 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.05% of Armbruster Capital Management's portfolio in Q3 2026, its #113 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 20 quarters since.
Armbruster Capital Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $449K in Q4 2021.
126 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Armbruster Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.