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

Clearstead 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	$284K	Buy	2,603 +93	+4%	+$9.58K	﹤0.01%	942
2026 Q1	$237K	Hold	2,510	–	–	﹤0.01%	945
2025 Q4	$228K	Hold	2,510	–	–	﹤0.01%	903
2025 Q3	$223K	Hold	2,510	–	–	﹤0.01%	857
2025 Q2	$200K	Buy	+2,510	New	+$190K	﹤0.01%	898
2025 Q1	–	Sell	-3,090	Closed	-$270K	–	2305
2024 Q4	$270K	Hold	3,090	–	–	﹤0.01%	761
2024 Q3	$268K	Hold	3,090	–	–	﹤0.01%	759
2024 Q2	$242K	Buy	+3,090	New	+$245K	﹤0.01%	757

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

Clearstead Advisors's SLYV Position: Q2 2026 in Review

Clearstead Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3.7% in Q2 2026, buying an estimated $9.58K and bringing the position to 2,603 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Clearstead Advisors first reported a position in SLYV in Q2 2024 and has held it in 8 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Clearstead Advisors held 2,603 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $284K as of Q2 2026.
Clearstead Advisors bought 93 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $9.58K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #942 holding.
Clearstead Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2024 and has held it in 8 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.