Atlas Brown’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Atlas Brown’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	$843K	Sell	7,727 -168	-2%	-$17.3K	0.23%	102
2026 Q1	$747K	Sell	7,895 -100	-1%	-$9.67K	0.22%	103
2025 Q4	$727K	Buy	7,995 +5	+0.1%	+$449	0.22%	106
2025 Q3	$708K	Sell	7,990 -208	-3%	-$17.7K	0.21%	106
2025 Q2	$654K	Sell	8,198 -115	-1%	-$8.72K	0.21%	102
2025 Q1	$652K	Buy	8,313 +2	+0%	+$170	0.23%	100
2024 Q4	$725K	Buy	8,311 +6	+0.1%	+$536	0.25%	95
2024 Q3	$721K	Sell	8,305 -3,625	-30%	-$303K	0.25%	95
2024 Q2	$934K	Sell	11,930 -340	-3%	-$27K	0.34%	78
2024 Q1	$1.02M	Sell	12,270 -696	-5%	-$55.8K	0.37%	79
2023 Q4	$1.08M	Sell	12,966 -176	-1%	-$13K	0.45%	69
2023 Q3	$951K	Sell	13,142 -80	-0.6%	-$6.18K	0.43%	70
2023 Q2	$1.02M	Buy	13,222 +4	+0%	+$298	0.45%	71
2023 Q1	$1.01M	Sell	13,218 -35	-0.3%	-$2.78K	0.46%	70
2022 Q4	$984K	Sell	13,253 -568	-4%	-$42.6K	0.48%	63
2022 Q3	$928K	Sell	13,821 -517	-4%	-$38.9K	0.47%	70
2022 Q2	$1.04M	Sell	14,338 -176	-1%	-$13.7K	0.49%	67
2022 Q1	$1.21M	Sell	14,514 -26	-0.2%	-$2.15K	0.49%	64
2021 Q4	$1.23M	Buy	14,540 +50	+0.3%	+$4.27K	0.48%	65
2021 Q3	$1.19M	Sell	14,490 -304	-2%	-$25K	0.52%	63
2021 Q2	$1.27M	Sell	14,794 -339	-2%	-$28.9K	0.55%	57
2021 Q1	$1.24M	Buy	15,133 +5	+0%	+$385	0.59%	54
2020 Q4	$1M	Sell	15,128 -182	-1%	-$10.8K	0.52%	62
2020 Q3	$767K	Sell	15,310 -1,250	-8%	-$64.1K	0.45%	68
2020 Q2	$813K	Sell	16,560 -392	-2%	-$18K	0.52%	66
2020 Q1	$693K	Buy	16,952 +194	+1%	+$11K	0.54%	63
2019 Q4	$1.1M	Buy	16,758 +145	+0.9%	+$9.18K	0.69%	48
2019 Q3	$1.02M	Sell	16,613 -230	-1%	-$13.8K	0.73%	46
2019 Q2	$1.02M	Buy	16,843 +429	+3%	+$26K	0.71%	46
2019 Q1	$990K	Sell	16,414 -66	-0.4%	-$3.98K	0.7%	46
2018 Q4	$887K	Buy	16,480 +12	+0.1%	+$728	0.68%	49
2018 Q3	$1.12M	Sell	16,468 -501	-3%	-$34.6K	0.69%	48
2018 Q2	$1.17M	Sell	16,969 -1,065	-6%	-$69.7K	0.27%	48
2018 Q1	$1.11M	Buy	18,034 +612	+4%	+$38.5K	0.2%	49
2017 Q4	$1.13M	Sell	17,422 -378	-2%	-$24.1K	0.2%	46
2017 Q3	$1.13M	Sell	17,800 -390	-2%	-$23.2K	0.24%	43
2017 Q2	$1.08M	Sell	18,190 -366	-2%	-$21.5K	0.95%	38
2017 Q1	$1.09M	Sell	18,556 -884	-5%	-$52.4K	0.86%	36
2016 Q4	$1.04M	Hold	19,440	–	–	0.43%	35
2016 Q3	$1.04M	Sell	19,440 -286	-1%	-$15.1K	0.43%	35
2016 Q2	$987K	Sell	19,726 -544	-3%	-$26.8K	0.4%	37
2016 Q1	$989K	Sell	20,270 -28	-0.1%	-$1.25K	0.41%	35
2015 Q4	$854K	Buy	20,298 +640	+3%	+$31.8K	0.54%	36
2015 Q3	$928K	Sell	19,658 -26	-0.1%	-$1.3K	0.4%	37
2015 Q2	$1.01M	Buy	19,684 +556	+3%	+$29.8K	0.39%	37
2015 Q1	$1.02M	Sell	19,128 -536	-3%	-$28K	0.28%	35
2014 Q4	$1.04M	Buy	19,664 +1,470	+8%	+$78.6K	0.28%	37
2014 Q3	$931K	Buy	+18,194	New	+$977K	0.35%	38

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

Atlas Brown's SLYV Position: Q2 2026 in Review

Atlas Brown reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.1% in Q2 2026, selling an estimated $17.3K and leaving 7,727 shares worth $843K. The position accounts for 0.23% of the portfolio, ranked #102.

Atlas Brown first reported a position in SLYV in Q3 2014 and has held it in 48 quarters since. The position peaked at $1.27M in Q2 2021. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Atlas Brown held 7,727 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $843K as of Q2 2026.
Atlas Brown sold 168 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $17.3K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.23% of Atlas Brown's portfolio in Q2 2026, its #102 holding.
Atlas Brown first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2014 and has held it in 48 quarters since.
Atlas Brown's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.27M in Q2 2021.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.