Atomi Financial Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Atomi Financial Group’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	$552K	Sell	5,055 -784	-13%	-$80.8K	0.01%	723
2026 Q1	$552K	Buy	5,839 +1,126	+24%	+$109K	0.02%	680
2025 Q4	$429K	Sell	4,713 -177	-4%	-$15.9K	0.01%	766
2025 Q3	$434K	Buy	4,890 +104	+2%	+$8.86K	0.01%	702
2025 Q2	$382K	Sell	4,786 -299	-6%	-$22.7K	0.01%	700
2025 Q1	$399K	Buy	5,085 +369	+8%	+$31.3K	0.02%	635
2024 Q4	$411K	Buy	+4,716	New	+$421K	0.02%	562

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

Atomi Financial Group's SLYV Position: Q2 2026 in Review

Atomi Financial Group reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 13% in Q2 2026, selling an estimated $80.8K and leaving 5,055 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #723.

Atomi Financial Group first reported a position in SLYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $552K in Q1 2026. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Atomi Financial Group held 5,055 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $552K as of Q2 2026.
Atomi Financial Group sold 784 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $80.8K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #723 holding.
Atomi Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Atomi Financial Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $552K in Q1 2026.
618 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.