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

Concurrent Investment 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 		$848K Buy
7,771
+411
+6% +$42.3K 0.01% 1101
2026
Q1 		$696K Sell
7,360
-138
-2% -$13.3K 0.01% 1055
2025
Q4 		$682K Buy
7,498
+4,696
+168% +$422K 0.01% 1012
2025
Q3 		$248K Sell
2,802
-1
-0% -$85 ﹤0.01% 1245
2025
Q2 		$224K Buy
+2,803
New +$213K ﹤0.01% 1216

Other funds holding SLYV

GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
WFP
Wrenne Financial Planning Lexington, Kentucky $296M AUM 20.61% 1-Year Est. Return

Concurrent Investment Advisors's SLYV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 5.6% in Q2 2026, buying an estimated $42.3K and bringing the position to 7,771 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #1101.

Concurrent Investment Advisors first reported a position in SLYV in Q2 2025 and has held it in 5 quarters since. 297 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Concurrent Investment Advisors held 7,771 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $848K as of Q2 2026.
  • Concurrent Investment Advisors bought 411 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $42.3K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1101 holding.
  • Concurrent Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 297 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.