Center for Financial Planning’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Center for Financial Planning’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	$292K	Hold	2,677	–	–	0.03%	142
2026 Q1	$253K	Hold	2,677	–	–	0.03%	151
2025 Q4	$244K	Hold	2,677	–	–	0.03%	159
2025 Q3	$237K	Hold	2,677	–	–	0.03%	156
2025 Q2	$214K	Hold	2,677	–	–	0.02%	159
2025 Q1	$210K	Hold	2,677	–	–	0.03%	153
2024 Q4	$234K	Hold	2,677	–	–	0.03%	142
2024 Q3	$232K	Buy	2,677 +10	+0.4%	+$837	0.03%	144
2024 Q2	$209K	Hold	2,667	–	–	0.03%	144
2024 Q1	$221K	Hold	2,667	–	–	0.03%	141
2023 Q4	$222K	Buy	2,667 +450	+20%	+$33.3K	0.04%	131
2023 Q3	$160K	Hold	2,217	–	–	0.03%	144
2023 Q2	$171K	Hold	2,217	–	–	0.04%	144
2023 Q1	$169K	Hold	2,217	–	–	0.04%	139
2022 Q4	$165K	Sell	2,217 -102	-4%	-$7.65K	0.04%	139
2022 Q3	$156K	Buy	2,319 +102	+5%	+$7.67K	0.04%	136
2022 Q2	$161K	Hold	2,217	–	–	0.04%	134
2022 Q1	$185K	Hold	2,217	–	–	0.04%	135
2021 Q4	$188K	Buy	+2,217	New	+$189K	0.04%	135

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

Center for Financial Planning's SLYV Position: Q2 2026 in Review

Center for Financial Planning held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 2,677 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #142.

Center for Financial Planning first reported a position in SLYV in Q4 2021 and has held it in 19 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Center for Financial Planning held 2,677 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $292K as of Q2 2026.
Center for Financial Planning left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.03% of Center for Financial Planning's portfolio in Q2 2026, its #142 holding.
Center for Financial Planning first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.