Cornerstone Planning Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Cornerstone Planning Group’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	$41.1K	Sell	376 -399	-51%	-$41.1K	0.01%	454
2026 Q1	$80K	Buy	775 +741	+2,179%	+$71.6K	0.01%	282
2025 Q4	$3.28K	Sell	34 -86	-72%	-$7.73K	﹤0.01%	1082
2025 Q3	$16.5K	Buy	+120	New	+$10.2K	﹤0.01%	642
2025 Q2	–	Sell	-30	Closed	-$2.16K	–	1672
2025 Q1	$2.16K	Buy	+30	New	+$2.54K	﹤0.01%	964
2024 Q4	–	Sell	-63	Closed	-$5.47K	–	1484
2024 Q3	$5.47K	Hold	63	–	–	﹤0.01%	551
2024 Q2	$5.02K	Sell	63 -23	-27%	-$1.83K	﹤0.01%	575
2024 Q1	$6.86K	Sell	86 -163	-65%	-$13.1K	﹤0.01%	471
2023 Q4	$20.7K	Sell	249 -142	-36%	-$10.5K	0.01%	313
2023 Q3	$28.3K	Sell	391 -304	-44%	-$23.5K	0.01%	259
2023 Q2	$53.6K	Buy	+695	New	+$51.7K	0.02%	231
2022 Q4	$124K	Buy	+1,584	New	+$119K	0.05%	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

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

Cornerstone Planning Group's SLYV Position: Q2 2026 in Review

Cornerstone Planning Group reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 51% in Q2 2026, selling an estimated $41.1K and leaving 376 shares worth $41.1K. The position accounts for 0.01% of the portfolio, ranked #454.

Cornerstone Planning Group first reported a position in SLYV in Q4 2022 and has held it in 12 quarters since. The position peaked at $124K in Q4 2022. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Cornerstone Planning Group held 376 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $41.1K as of Q2 2026.
Cornerstone Planning Group sold 399 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $41.1K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #454 holding.
Cornerstone Planning Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and has held it in 12 quarters since.
Cornerstone Planning Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $124K in Q4 2022.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.