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Capital Analysts LLC’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Capital Analysts LLC’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 		– Sell
-12
Closed -$1K – 1597
2026
Q1 		$1K Buy
+12
New +$1.16K ﹤0.01% 1525
2024
Q4 		– Sell
-215
Closed -$19K – 1371
2024
Q3 		$19K Hold
215
– – ﹤0.01% 916
2024
Q2 		$17K Hold
215
– – ﹤0.01% 885
2024
Q1 		$18K Hold
215
– – ﹤0.01% 847
2023
Q4 		$18K Hold
215
– – ﹤0.01% 827
2023
Q3 		$16K Hold
215
– – ﹤0.01% 811
2023
Q2 		$17K Sell
215
-1,097
-84% -$81.6K ﹤0.01% 752
2023
Q1 		$100K Sell
1,312
-175
-12% -$13.9K 0.01% 473
2022
Q4 		$110K Buy
1,487
+1,202
+422% +$90.2K 0.01% 481
2022
Q3 		$19K Sell
285
-12
-4% -$903 ﹤0.01% 727
2022
Q2 		$22K Buy
297
+12
+4% +$937 ﹤0.01% 697
2022
Q1 		$24K Hold
285
– – ﹤0.01% 660
2021
Q4 		$24K Hold
285
– – ﹤0.01% 690
2021
Q3 		$23K Hold
285
– – ﹤0.01% 688
2021
Q2 		$24K Buy
285
+150
+111% +$12.8K ﹤0.01% 650
2021
Q1 		$11K Sell
135
-323
-71% -$24.9K ﹤0.01% 785
2020
Q4 		$30K Buy
458
+1
+0.2% +$59 ﹤0.01% 472
2020
Q3 		$23K Buy
457
+3
+0.7% +$154 ﹤0.01% 488
2020
Q2 		$22K Buy
454
+2
+0.4% +$92 ﹤0.01% 463
2020
Q1 		$18K Buy
452
+63
+16% +$3.56K ﹤0.01% 462
2019
Q4 		$26K Buy
389
+254
+188% +$16.1K ﹤0.01% 466
2019
Q3 		$8K Hold
135
– – ﹤0.01% 570
2019
Q2 		$8K Buy
+135
New +$8.18K ﹤0.01% 552

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
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 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

Capital Analysts LLC's SLYV Position: Q2 2026 in Review

Capital Analysts LLC sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026, closing a stake of 12 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in SLYV in Q2 2019 and held it in 23 quarters. The position peaked at $110K in Q4 2022. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Capital Analysts LLC reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 12 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $1K.
  • Capital Analysts LLC first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2019 and held it in 23 quarters.
  • Capital Analysts LLC's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $110K in Q4 2022.
  • 615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.