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

Azimuth Capital Investment Management’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	$306K	Hold	2,800	–	–	0.01%	275
2026 Q1	$265K	Hold	2,800	–	–	0.01%	281
2025 Q4	$255K	Hold	2,800	–	–	0.01%	281
2025 Q3	$248K	Hold	2,800	–	–	0.01%	275
2025 Q2	$223K	Hold	2,800	–	–	0.01%	286
2025 Q1	$220K	Hold	2,800	–	–	0.01%	290
2024 Q4	$244K	Sell	2,800 -325	-10%	-$29K	0.01%	288
2024 Q3	$271K	Sell	3,125 -225	-7%	-$18.8K	0.01%	284
2024 Q2	$262K	Hold	3,350	–	–	0.01%	287
2024 Q1	$278K	Sell	3,350 -150	-4%	-$12K	0.01%	274
2023 Q4	$292K	Hold	3,500	–	–	0.01%	266
2023 Q3	$253K	Sell	3,500 -1,050	-23%	-$81.1K	0.01%	275
2023 Q2	$351K	Buy	4,550 +700	+18%	+$52.1K	0.02%	260
2023 Q1	$293K	Hold	3,850	–	–	0.01%	274
2022 Q4	$286K	Hold	3,850	–	–	0.01%	280
2022 Q3	$258K	Hold	3,850	–	–	0.01%	283
2022 Q2	$279K	Buy	+3,850	New	+$301K	0.01%	285

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

Azimuth Capital Investment Management's SLYV Position: Q2 2026 in Review

Azimuth Capital Investment Management held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 2,800 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #275.

Azimuth Capital Investment Management first reported a position in SLYV in Q2 2022 and has held it in 17 quarters since. The position peaked at $351K in Q2 2023. 620 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Azimuth Capital Investment Management held 2,800 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $306K as of Q2 2026.
Azimuth Capital Investment Management 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 Azimuth Capital Investment Management's portfolio in Q2 2026, its #275 holding.
Azimuth Capital Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
Azimuth Capital Investment Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $351K in Q2 2023.
620 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.