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

Avant Financial Advisors’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	$1.62M	Sell	14,877 -39	-0.3%	-$4.02K	1.01%	26
2026 Q1	$1.41M	Hold	14,916	–	–	0.99%	27
2025 Q4	$1.36M	Hold	14,916	–	–	0.98%	28
2025 Q3	$1.32M	Hold	14,916	–	–	1%	28
2025 Q2	$1.19M	Sell	14,916 -8,550	-36%	-$649K	0.98%	29
2025 Q1	$1.84M	Buy	23,466 +6,480	+38%	+$550K	1.67%	21
2024 Q4	$1.48M	Buy	+16,986	New	+$1.52M	1.36%	24

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

Avant Financial Advisors's SLYV Position: Q2 2026 in Review

Avant Financial Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.26% in Q2 2026, selling an estimated $4.02K and leaving 14,877 shares worth $1.62M. The position accounts for 1.01% of the portfolio, ranked #26.

Avant Financial Advisors first reported a position in SLYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.84M in Q1 2025. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Avant Financial Advisors held 14,877 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.62M as of Q2 2026.
Avant Financial Advisors sold 39 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $4.02K.
State Street SPDR S&P 600 Small Cap Value ETF made up 1.01% of Avant Financial Advisors's portfolio in Q2 2026, its #26 holding.
Avant Financial Advisors 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.
Avant Financial Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.84M in Q1 2025.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.