Coordinated Financial Services’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Coordinated Financial Services’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 Q1	$298K	Buy	3,154 +125	+4%	+$12.1K	0.17%	146
2025 Q4	$276K	Sell	3,029 -71	-2%	-$6.38K	0.16%	141
2025 Q3	$275K	Buy	3,100 +169	+6%	+$14.4K	0.18%	135
2025 Q2	$234K	Buy	+2,931	New	+$222K	0.16%	133

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WWA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Coordinated Financial Services's SLYV Position: Q1 2026 in Review

Coordinated Financial Services increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4.1% in Q1 2026, buying an estimated $12.1K and bringing the position to 3,154 shares worth $298K. The position accounts for 0.17% of the portfolio, ranked #146.

Coordinated Financial Services first reported a position in SLYV in Q2 2025 and has held it in 4 quarters since. 598 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Coordinated Financial Services held 3,154 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $298K as of Q1 2026.
Coordinated Financial Services bought 125 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $12.1K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.17% of Coordinated Financial Services's portfolio in Q1 2026, its #146 holding.
Coordinated Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
598 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.