Cornerstone Planning Group
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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
Q3 		– Sell
-376
Closed -$41.1K – 1437
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

Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Cornerstone Planning Group's SLYV Position: Q3 2026 in Review

Cornerstone Planning Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2026, closing a stake of 376 shares — an estimated $41.1K sold.

Cornerstone Planning Group first reported a position in SLYV in Q4 2022 and held it in 12 quarters. The position peaked at $124K in Q4 2022. 194 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

  • Cornerstone Planning Group reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 376 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $41.1K.
  • Cornerstone Planning Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and held it in 12 quarters.
  • Cornerstone Planning Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $124K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.