Cathy Pareto & Associates’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Cathy Pareto & Associates’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	$249K	Buy	2,279 +11	+0.5%	+$1.13K	0.15%	89
2026 Q1	$215K	Buy	2,268 +62	+3%	+$5.99K	0.14%	95
2025 Q4	$201K	Sell	2,206 -331	-13%	-$29.7K	0.14%	92
2025 Q3	$225K	Sell	2,537 -2	-0.1%	-$170	0.17%	87
2025 Q2	$203K	Buy	+2,539	New	+$193K	0.17%	88
2025 Q1	–	Sell	-2,521	Closed	-$220K	–	84
2024 Q4	$220K	Buy	+2,521	New	+$225K	0.2%	76

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

Cathy Pareto & Associates's SLYV Position: Q2 2026 in Review

Cathy Pareto & Associates increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.49% in Q2 2026, buying an estimated $1.13K and bringing the position to 2,279 shares worth $249K. The position accounts for 0.15% of the portfolio, ranked #89.

Cathy Pareto & Associates first reported a position in SLYV in Q4 2024 and has held it in 6 quarters since. 620 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Cathy Pareto & Associates held 2,279 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $249K as of Q2 2026.
Cathy Pareto & Associates bought 11 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $1.13K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.15% of Cathy Pareto & Associates's portfolio in Q2 2026, its #89 holding.
Cathy Pareto & Associates first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
620 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.