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

Cerity Partners’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	$30.6M	Sell	280,730 -5,324	-2%	-$548K	0.04%	358
2026 Q1	$27.1M	Sell	286,054 -3,620	-1%	-$350K	0.04%	361
2025 Q4	$26.4M	Sell	289,674 -6,800	-2%	-$611K	0.04%	356
2025 Q3	$26.3M	Sell	296,474 -9,223	-3%	-$786K	0.04%	330
2025 Q2	$24.4M	Sell	305,697 -629,230	-67%	-$47.7M	0.04%	327
2025 Q1	$73.3M	Buy	934,927 +16,163	+2%	+$1.37M	0.15%	143
2024 Q4	$80.2M	Buy	918,764 +13,484	+1%	+$1.2M	0.17%	127
2024 Q3	$78.6M	Buy	905,280 +42,737	+5%	+$3.58M	0.17%	132
2024 Q2	$67.5M	Buy	862,543 +22,402	+3%	+$1.78M	0.18%	127
2024 Q1	$69.7M	Buy	840,141 +75,910	+10%	+$6.09M	0.18%	123
2023 Q4	$63.7M	Buy	764,231 +30,109	+4%	+$2.23M	0.21%	114
2023 Q3	$53.1M	Sell	734,122 -5,788	-0.8%	-$447K	0.26%	103
2023 Q2	$57.1M	Buy	739,910 +242,631	+49%	+$18M	0.22%	104
2023 Q1	$35.9M	Buy	497,279 +24,527	+5%	+$1.95M	0.08%	164
2022 Q4	$35.1M	Buy	472,752 +40,586	+9%	+$3.04M	0.22%	99
2022 Q3	$29M	Buy	432,166 +6,451	+2%	+$485K	0.35%	60
2022 Q2	$30.8M	Buy	425,715 +415,962	+4,265%	+$32.5M	0.34%	60
2022 Q1	$813K	Buy	9,753 +1,690	+21%	+$140K	0.01%	484
2021 Q4	$683K	Buy	8,063 +114	+1%	+$9.74K	0.01%	513
2021 Q3	$652K	Buy	7,949 +314	+4%	+$25.8K	0.01%	419
2021 Q2	$654K	Sell	7,635 -671	-8%	-$57.1K	0.01%	426
2021 Q1	$681K	Sell	8,306 -1,544	-16%	-$119K	0.02%	394
2020 Q4	$652K	Sell	9,850 -419	-4%	-$24.9K	0.02%	366
2020 Q3	$514K	Buy	10,269 +666	+7%	+$34.2K	0.02%	317
2020 Q2	$472K	Buy	9,603 +974	+11%	+$44.6K	0.03%	284
2020 Q1	$353K	Buy	8,629 +183	+2%	+$10.4K	0.02%	320
2019 Q4	$555K	Buy	8,446 +79	+0.9%	+$5K	0.03%	321
2019 Q3	$513K	Sell	8,367 -820	-9%	-$49.2K	0.03%	316
2019 Q2	$557K	Buy	+9,187	New	+$557K	0.04%	301

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Cerity Partners's SLYV Position: Q2 2026 in Review

Cerity Partners reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.9% in Q2 2026, selling an estimated $548K and leaving 280,730 shares worth $30.6M. The position accounts for 0.04% of the portfolio, ranked #358.

Cerity Partners first reported a position in SLYV in Q2 2019 and has held it in 29 quarters since. The position peaked at $80.2M in Q4 2024. 595 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Cerity Partners held 280,730 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $30.6M as of Q2 2026.
Cerity Partners sold 5,324 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $548K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #358 holding.
Cerity Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2019 and has held it in 29 quarters since.
Cerity Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $80.2M in Q4 2024.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.