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

Avantax Planning 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 Q2	$19.3M	Sell	176,693 -7,070	-4%	-$728K	0.48%	30
2026 Q1	$17.4M	Sell	183,763 -4,670	-2%	-$451K	0.48%	31
2025 Q4	$17.1M	Sell	188,433 -8,249	-4%	-$741K	0.48%	31
2025 Q3	$17.4M	Sell	196,682 -5,540	-3%	-$472K	0.5%	30
2025 Q2	$16.1M	Buy	202,222 +48,910	+32%	+$3.71M	0.51%	34
2025 Q1	$12M	Buy	153,312 +16,510	+12%	+$1.4M	0.43%	37
2024 Q4	$11.9M	Sell	136,802 -2,857	-2%	-$255K	0.43%	36
2024 Q3	$12.1M	Sell	139,659 -33,831	-20%	-$2.83M	0.43%	34
2024 Q2	$13.6M	Sell	173,490 -44,218	-20%	-$3.51M	0.44%	37
2024 Q1	$18.1M	Sell	217,708 -10,913	-5%	-$875K	0.59%	29
2023 Q4	$19M	Sell	228,621 -68,830	-23%	-$5.09M	0.73%	25
2023 Q3	$21.5M	Buy	297,451 +4,465	+2%	+$345K	0.9%	21
2023 Q2	$22.6M	Sell	292,986 -18,631	-6%	-$1.39M	0.9%	22
2023 Q1	$23.7M	Buy	311,617 +42,512	+16%	+$3.38M	0.96%	20
2022 Q4	$20M	Buy	269,105 +37,287	+16%	+$2.8M	0.79%	22
2022 Q3	$15.6M	Sell	231,818 -8,749	-4%	-$658K	0.7%	23
2022 Q2	$17.4M	Buy	240,567 +120,662	+101%	+$9.42M	0.74%	21
2022 Q1	$9.99M	Buy	119,905 +50,233	+72%	+$4.16M	0.4%	27
2021 Q4	$5.9M	Buy	69,672 +27,157	+64%	+$2.32M	0.24%	37
2021 Q3	$3.48M	Buy	+42,515	New	+$3.49M	0.16%	55
2020 Q2	–	Sell	-18,770	Closed	-$767K	–	290
2020 Q1	$767K	Buy	18,770 +947	+5%	+$53.6K	0.05%	119
2019 Q4	$1.17M	Sell	17,823 -9,839	-36%	-$623K	0.07%	102
2019 Q3	$1.7M	Hold	27,662	–	–	0.1%	79
2019 Q2	$1.67M	Sell	27,662 -3,728	-12%	-$226K	0.11%	74
2019 Q1	$1.89M	Buy	31,390 +989	+3%	+$59.6K	0.13%	67
2018 Q4	$1.64M	Sell	30,401 -1,415	-4%	-$85.9K	0.12%	70
2018 Q3	$2.17M	Sell	31,816 -2,854	-8%	-$197K	0.17%	46
2018 Q2	$2.32M	Sell	34,670 -6,418	-16%	-$420K	0.21%	42
2018 Q1	$2.54M	Sell	41,088 -18,262	-31%	-$1.15M	0.22%	41
2017 Q4	$3.73M	Sell	59,350 -12,120	-17%	-$773K	0.34%	23
2017 Q3	$4.52M	Buy	71,470 +4,634	+7%	+$275K	0.36%	25
2017 Q2	$3.99M	Buy	66,836 +26,964	+68%	+$1.59M	0.34%	28
2017 Q1	$2.35M	Buy	39,872 +23,388	+142%	+$1.39M	0.21%	43
2016 Q4	$981K	Buy	+16,484	New	+$925K	0.1%	95

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

Avantax Planning Partners's SLYV Position: Q2 2026 in Review

Avantax Planning Partners reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3.8% in Q2 2026, selling an estimated $728K and leaving 176,693 shares worth $19.3M. The position accounts for 0.48% of the portfolio, ranked #30.

Avantax Planning Partners first reported a position in SLYV in Q4 2016 and has held it in 34 quarters since. The position peaked at $23.7M in Q1 2023. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Avantax Planning Partners held 176,693 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $19.3M as of Q2 2026.
Avantax Planning Partners sold 7,070 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $728K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.48% of Avantax Planning Partners's portfolio in Q2 2026, its #30 holding.
Avantax Planning Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2016 and has held it in 34 quarters since.
Avantax Planning Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $23.7M in Q1 2023.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.