Bill Few Associates’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Bill Few Associates’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	$2.31M	Buy	21,175 +376	+2%	+$38.7K	0.49%	51
2026 Q1	$1.97M	Buy	20,799 +1,038	+5%	+$100K	0.47%	55
2025 Q4	$1.8M	Buy	19,761 +4,958	+33%	+$446K	0.44%	55
2025 Q3	$1.31M	Sell	14,803 -54	-0.4%	-$4.6K	0.34%	63
2025 Q2	$1.19M	Buy	14,857 +7	+0%	+$531	0.34%	66
2025 Q1	$1.16M	Buy	14,850 +1,109	+8%	+$94.1K	0.42%	61
2024 Q4	$1.2M	Buy	13,741 +1,655	+14%	+$148K	0.42%	60
2024 Q3	$1.05M	Buy	12,086 +533	+5%	+$44.6K	0.37%	63
2024 Q2	$905K	Buy	11,553 +350	+3%	+$27.8K	0.35%	62
2024 Q1	$930K	Buy	11,203 +184	+2%	+$14.8K	0.38%	62
2023 Q4	$918K	Buy	11,019 +2,790	+34%	+$206K	0.42%	59
2023 Q3	$596K	Buy	8,229 +102	+1%	+$7.88K	0.31%	64
2023 Q2	$627K	Buy	8,127 +466	+6%	+$34.7K	0.32%	62
2023 Q1	$584K	Hold	7,661	–	–	0.32%	66
2022 Q4	$569K	Buy	7,661 +1,523	+25%	+$114K	0.34%	64
2022 Q3	$412K	Buy	6,138 +480	+8%	+$36.1K	0.28%	69
2022 Q2	$410K	Hold	5,658	–	–	0.26%	70
2022 Q1	$471K	Hold	5,658	–	–	0.26%	71
2021 Q4	$479K	Buy	+5,658	New	+$483K	0.25%	70

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

Bill Few Associates's SLYV Position: Q2 2026 in Review

Bill Few Associates increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.8% in Q2 2026, buying an estimated $38.7K and bringing the position to 21,175 shares worth $2.31M. The position accounts for 0.49% of the portfolio, ranked #51.

Bill Few Associates first reported a position in SLYV in Q4 2021 and has held it in 19 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Bill Few Associates held 21,175 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.31M as of Q2 2026.
Bill Few Associates bought 376 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $38.7K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.49% of Bill Few Associates's portfolio in Q2 2026, its #51 holding.
Bill Few Associates first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.