Centerpoint Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Centerpoint Advisors’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	$143K	Sell	1,309 -415	-24%	-$42.8K	0.04%	101
2026 Q1	$163K	Sell	1,724 -120	-7%	-$11.6K	0.05%	94
2025 Q4	$168K	Hold	1,844	–	–	0.05%	97
2025 Q3	$163K	Hold	1,844	–	–	0.05%	96
2025 Q2	$147K	Sell	1,844 -1,248	-40%	-$94.7K	0.05%	99
2025 Q1	$242K	Hold	3,092	–	–	0.09%	79
2024 Q4	$270K	Hold	3,092	–	–	0.09%	78
2024 Q3	$268K	Sell	3,092 -62	-2%	-$5.19K	0.09%	78
2024 Q2	$247K	Sell	3,154 -448	-12%	-$35.6K	0.09%	81
2024 Q1	$299K	Hold	3,602	–	–	0.11%	68
2023 Q4	$300K	Sell	3,602 -226	-6%	-$16.7K	0.12%	68
2023 Q3	$277K	Sell	3,828 -154	-4%	-$11.9K	0.12%	74
2023 Q2	$307K	Sell	3,982 -201	-5%	-$14.9K	0.12%	71
2023 Q1	$319K	Sell	4,183 -1,142	-21%	-$90.7K	0.14%	66
2022 Q4	$395K	Sell	5,325 -641	-11%	-$48.1K	0.19%	54
2022 Q3	$401K	Sell	5,966 -364	-6%	-$27.4K	0.21%	45
2022 Q2	$458K	Sell	6,330 -110	-2%	-$8.59K	0.23%	44
2022 Q1	$537K	Sell	6,440 -559	-8%	-$46.3K	0.25%	44
2021 Q4	$593K	Sell	6,999 -181	-3%	-$15.5K	0.26%	43
2021 Q3	$588K	Hold	7,180	–	–	0.28%	41
2021 Q2	$615K	Hold	7,180	–	–	0.29%	38
2021 Q1	$589K	Hold	7,180	–	–	0.35%	29
2020 Q4	$475K	Hold	7,180	–	–	0.31%	28
2020 Q3	$360K	Sell	7,180 -1,706	-19%	-$87.5K	0.27%	35
2020 Q2	$436K	Sell	8,886 -47,221	-84%	-$2.16M	0.35%	31
2020 Q1	$2.29M	Sell	56,107 -3,724	-6%	-$211K	2.28%	13
2019 Q4	$3.93M	Hold	59,831	–	–	2.9%	12
2019 Q3	$3.67M	Sell	59,831 -1,008	-2%	-$60.4K	2.91%	12
2019 Q2	$3.69M	Sell	60,839 -115	-0.2%	-$6.97K	2.95%	12
2019 Q1	$3.68M	Sell	60,954 -5,753	-9%	-$347K	3.12%	12
2018 Q4	$3.59M	Buy	+66,707	New	+$4.05M	3.41%	11

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

Centerpoint Advisors's SLYV Position: Q2 2026 in Review

Centerpoint Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 24% in Q2 2026, selling an estimated $42.8K and leaving 1,309 shares worth $143K. The position accounts for 0.04% of the portfolio, ranked #101.

Centerpoint Advisors first reported a position in SLYV in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.93M in Q4 2019. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Centerpoint Advisors held 1,309 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $143K as of Q2 2026.
Centerpoint Advisors sold 415 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $42.8K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of Centerpoint Advisors's portfolio in Q2 2026, its #101 holding.
Centerpoint Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
Centerpoint Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.93M in Q4 2019.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.