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Cannon Financial Strategists’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Cannon Financial Strategists’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 		$109M Sell
1,001,138
-6,917
-0.7% -$713K 12.43% 2
2026
Q1 		$95.3M Buy
1,008,055
+6,109
+0.6% +$591K 12.53% 2
2025
Q4 		$91.1M Buy
1,001,946
+7,803
+0.8% +$701K 12.67% 2
2025
Q3 		$88.1M Buy
994,143
+41,388
+4% +$3.53M 12.61% 2
2025
Q2 		$76M Buy
952,755
+10,593
+1% +$804K 12% 3
2025
Q1 		$73.9M Buy
942,162
+19,212
+2% +$1.63M 12.68% 2
2024
Q4 		$80.5M Buy
922,950
+3,493
+0.4% +$312K 13.81% 2
2024
Q3 		$79.8M Buy
919,457
+9,024
+1% +$755K 13.95% 2
2024
Q2 		$71.3M Buy
910,433
+46,573
+5% +$3.7M 13.59% 2
2024
Q1 		$71.7M Buy
863,860
+21,754
+3% +$1.74M 14.09% 2
2023
Q4 		$70.2M Buy
842,106
+24,152
+3% +$1.79M 15.02% 1
2023
Q3 		$59.2M Buy
817,954
+46,130
+6% +$3.56M 15.06% 1
2023
Q2 		$59.6M Buy
771,824
+40,002
+5% +$2.98M 16.37% 1
2023
Q1 		$55.8M Buy
731,822
+46,084
+7% +$3.66M 18.87% 1
2022
Q4 		$50.9M Buy
685,738
+21,068
+3% +$1.58M 18.58% 1
2022
Q3 		$44.6M Buy
664,670
+20,646
+3% +$1.55M 17.55% 1
2022
Q2 		$46.6M Sell
644,024
-3,297
-0.5% -$257K 18.05% 1
2022
Q1 		$53.9M Buy
647,321
+27,635
+4% +$2.29M 19.5% 1
2021
Q4 		$52.5M Buy
619,686
+35,626
+6% +$3.04M 18.85% 1
2021
Q3 		$47.9M Buy
584,060
+30,417
+5% +$2.5M 18.53% 1
2021
Q2 		$47.5M Sell
553,643
-1,622
-0.3% -$138K 18.84% 1
2021
Q1 		$45.5M Sell
555,265
-67,152
-11% -$5.18M 19.53% 1
2020
Q4 		$41.2M Sell
622,417
-27,017
-4% -$1.61M 20.04% 1
2020
Q3 		$32.5M Buy
649,434
+28,772
+5% +$1.48M 17.89% 1
2020
Q2 		$30.5M Buy
620,662
+101,515
+20% +$4.65M 18.38% 1
2020
Q1 		$21.2M Buy
519,147
+95,409
+23% +$5.4M 15.78% 1
2019
Q4 		$27.8M Buy
423,738
+34,008
+9% +$2.15M 18.16% 1
2019
Q3 		$23.9M Buy
389,730
+147,506
+61% +$8.84M 18.28% 1
2019
Q2 		$14.7M Buy
242,224
+33,539
+16% +$2.03M 12.39% 1
2019
Q1 		$12.6M Buy
+208,685
New +$12.6M 11.28% 2

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
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
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Cannon Financial Strategists's SLYV Position: Q2 2026 in Review

Cannon Financial Strategists reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.69% in Q2 2026, selling an estimated $713K and leaving 1,001,138 shares worth $109M. The position accounts for 12.43% of the portfolio, ranked #2.

Cannon Financial Strategists first reported a position in SLYV in Q1 2019 and has held it in 30 quarters since. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Cannon Financial Strategists held 1,001,138 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $109M as of Q2 2026.
  • Cannon Financial Strategists sold 6,917 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $713K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 12.43% of Cannon Financial Strategists's portfolio in Q2 2026, its #2 holding.
  • Cannon Financial Strategists first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2019 and has held it in 30 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 Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.