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Atlantic Union Bankshares’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Atlantic Union Bankshares’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 		$285K Buy
2,609
+11
+0.4% +$1.13K ﹤0.01% 559
2026
Q1 		$246K Sell
2,598
-240
-8% -$23.2K ﹤0.01% 550
2025
Q4 		$258K Buy
2,838
+14
+0.5% +$1.26K ﹤0.01% 541
2025
Q3 		$250K Buy
2,824
+593
+27% +$50.5K ﹤0.01% 560
2025
Q2 		$178K Buy
+2,231
New +$169K ﹤0.01% 493

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Atlantic Union Bankshares's SLYV Position: Q2 2026 in Review

Atlantic Union Bankshares increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.42% in Q2 2026, buying an estimated $1.13K and bringing the position to 2,609 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Atlantic Union Bankshares first reported a position in SLYV in Q2 2025 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Atlantic Union Bankshares held 2,609 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $285K as of Q2 2026.
  • Atlantic Union Bankshares bought 11 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $1.13K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #559 holding.
  • Atlantic Union Bankshares first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.