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Cambridge Financial Group (Arizona)’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Cambridge Financial Group (Arizona)’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 		$7.49M Sell
68,669
-1,117
-2% -$115K 2.36% 7
2026
Q1 		$6.6M Sell
69,786
-13,118
-16% -$1.27M 2.23% 7
2025
Q4 		$7.27M Buy
82,904
+944
+1% +$84.8K 2.53% 8
2025
Q3 		$7.27M Sell
81,960
-28
-0% -$2.39K 2.34% 8
2025
Q2 		$6.54M Sell
81,988
-484
-0.6% -$36.7K 2.45% 8
2025
Q1 		$6.46M Sell
82,472
-365
-0.4% -$31K 2.74% 8
2024
Q4 		$7.23M Sell
82,837
-539
-0.6% -$48.2K 3.09% 8
2024
Q3 		$7.24M Sell
83,376
-842
-1% -$70.5K 3.01% 8
2024
Q2 		$6.6M Buy
84,218
+264
+0.3% +$21K 3.01% 8
2024
Q1 		$6.97M Buy
83,954
+103
+0.1% +$8.26K 3.31% 7
2023
Q4 		$6.99M Buy
+83,851
New +$6.2M 3.65% 7

Other funds holding SLYV

FFA
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CNBT
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AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $159M AUM
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return