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

Carter Financial Group’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	$978K	Buy	8,964 +26	+0.3%	+$2.68K	0.51%	41
2026 Q1	$845K	Sell	8,938 -265	-3%	-$25.6K	0.52%	40
2025 Q4	$837K	Sell	9,203 -673	-7%	-$60.5K	0.5%	41
2025 Q3	$875K	Sell	9,876 -1,627	-14%	-$139K	0.53%	38
2025 Q2	$918K	Buy	+11,503	New	+$873K	0.6%	38
2022 Q1	$6.08M	Buy	+72,972	New	+$6.04M	8.15%	4

Other funds holding SLYV

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

WFP

Wrenne Financial Planning Lexington, Kentucky $296M AUM 20.61% 1-Year Est. Return

Carter Financial Group's SLYV Position: Q2 2026 in Review

Carter Financial Group increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.29% in Q2 2026, buying an estimated $2.68K and bringing the position to 8,964 shares worth $978K. The position accounts for 0.51% of the portfolio, ranked #41.

Carter Financial Group first reported a position in SLYV in Q1 2022 and has held it in 6 quarters since. The position peaked at $6.08M in Q1 2022. 297 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Carter Financial Group held 8,964 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $978K as of Q2 2026.
Carter Financial Group bought 26 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $2.68K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.51% of Carter Financial Group's portfolio in Q2 2026, its #41 holding.
Carter Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2022 and has held it in 6 quarters since.
Carter Financial Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $6.08M in Q1 2022.
297 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.