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

Ausdal Financial Partners’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
Q1 		$576K Buy
6,094
+18
+0.3% +$1.74K 0.03% 536
2025
Q4 		$553K Sell
6,076
-300
-5% -$27K 0.03% 512
2025
Q3 		$565K Sell
6,376
-156
-2% -$13.3K 0.03% 520
2025
Q2 		$521K Buy
6,532
+257
+4% +$19.5K 0.03% 420
2025
Q1 		$492K Sell
6,275
-303
-5% -$25.7K 0.04% 396
2024
Q4 		$574K Buy
6,578
+87
+1% +$7.77K 0.05% 325
2024
Q3 		$564K Sell
6,491
-60
-0.9% -$5.02K 0.06% 284
2024
Q2 		$513K Buy
6,551
+1,143
+21% +$90.8K 0.05% 287
2024
Q1 		$449K Buy
5,408
+298
+6% +$23.9K 0.05% 290
2023
Q4 		$426K Buy
5,110
+356
+7% +$26.3K 0.05% 283
2023
Q3 		$344K Buy
4,754
+265
+6% +$20.5K 0.05% 307
2023
Q2 		$346K Buy
4,489
+185
+4% +$13.8K 0.05% 301
2023
Q1 		$328K Buy
4,304
+314
+8% +$24.9K 0.05% 327
2022
Q4 		$296K Sell
3,990
-374
-9% -$28.1K 0.04% 341
2022
Q3 		$293K Sell
4,364
-47
-1% -$3.54K 0.05% 335
2022
Q2 		$319K Sell
4,411
-380
-8% -$29.7K 0.05% 329
2022
Q1 		$399K Buy
4,791
+209
+5% +$17.3K 0.05% 323
2021
Q4 		$388K Sell
4,582
-68
-1% -$5.81K 0.05% 330
2021
Q3 		$381K Buy
4,650
+18
+0.4% +$1.48K 0.06% 323
2021
Q2 		$397K Sell
4,632
-171
-4% -$14.6K 0.06% 299
2021
Q1 		$394K Sell
4,803
-493
-9% -$38K 0.07% 291
2020
Q4 		$351K Sell
5,296
-17,864
-77% -$1.06M 0.07% 280
2020
Q3 		$1.16M Buy
+23,160
New +$1.19M 0.28% 103
2018
Q4 		– Sell
-52,990
Closed -$3.62M – 379
2018
Q3 		$3.62M Buy
+52,990
New +$3.66M 1.02% 8

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ausdal Financial Partners's SLYV Position: Q1 2026 in Review

Ausdal Financial Partners increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.3% in Q1 2026, buying an estimated $1.74K and bringing the position to 6,094 shares worth $576K. The position accounts for 0.03% of the portfolio, ranked #536.

Ausdal Financial Partners first reported a position in SLYV in Q3 2018 and has held it in 24 quarters since. The position peaked at $3.62M in Q3 2018. 596 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • Ausdal Financial Partners held 6,094 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $576K as of Q1 2026.
  • Ausdal Financial Partners bought 18 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $1.74K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.03% of Ausdal Financial Partners's portfolio in Q1 2026, its #536 holding.
  • Ausdal Financial Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2018 and has held it in 24 quarters since.
  • Ausdal Financial Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.62M in Q3 2018.
  • 596 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.