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

Avestar Capital’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	$251K	Hold	2,296	–	–	0.01%	493
2026 Q1	$217K	Hold	2,296	–	–	0.01%	476
2025 Q4	$209K	Hold	2,296	–	–	0.01%	455
2025 Q3	$204K	Buy	+2,296	New	+$196K	0.01%	457
2025 Q1	–	Sell	-2,296	Closed	-$200K	–	537
2024 Q4	$200K	Buy	+2,296	New	+$205K	0.02%	486

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

Avestar Capital's SLYV Position: Q2 2026 in Review

Avestar Capital held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 2,296 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #493.

Avestar Capital first reported a position in SLYV in Q4 2024 and has held it in 5 quarters since. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Avestar Capital held 2,296 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $251K as of Q2 2026.
Avestar Capital left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Avestar Capital's portfolio in Q2 2026, its #493 holding.
Avestar Capital first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.