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

Caitlin John’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	$15.5K	Hold	142	–	–	0.01%	536
2026 Q1	$13.4K	Hold	142	–	–	0.01%	485
2025 Q4	$12.9K	Hold	142	–	–	0.01%	505
2025 Q3	$12.6K	Buy	+142	New	+$12.1K	0.01%	462
2025 Q1	–	Sell	-142	Closed	-$12.4K	–	674
2024 Q4	$12.4K	Hold	142	–	–	0.01%	445
2024 Q3	$13.1K	Hold	142	–	–	0.01%	445
2024 Q2	$11.1K	Hold	142	–	–	0.01%	445
2024 Q1	$11.8K	Hold	142	–	–	0.01%	425
2023 Q4	$11.8K	Buy	+142	New	+$10.5K	0.01%	416

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

Caitlin John's SLYV Position: Q2 2026 in Review

Caitlin John held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 142 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #536.

Caitlin John first reported a position in SLYV in Q4 2023 and has held it in 9 quarters since. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Caitlin John held 142 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $15.5K as of Q2 2026.
Caitlin John 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 Caitlin John's portfolio in Q2 2026, its #536 holding.
Caitlin John first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.