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

Crewe 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	$3.49K	Hold	32	–	–	﹤0.01%	932
2026 Q1	$3.03K	Sell	32 -16	-33%	-$1.55K	﹤0.01%	860
2025 Q4	$4.37K	Sell	48 -31	-39%	-$2.79K	﹤0.01%	747
2025 Q3	$7K	Hold	79	–	–	﹤0.01%	690
2025 Q2	$6.3K	Hold	79	–	–	﹤0.01%	510
2025 Q1	$6.19K	Hold	79	–	–	﹤0.01%	460
2024 Q4	$6.89K	Sell	79 -41	-34%	-$3.66K	﹤0.01%	458
2024 Q3	$10.4K	Sell	120 -44	-27%	-$3.68K	﹤0.01%	489
2024 Q2	$12.8K	Sell	164 -5	-3%	-$397	﹤0.01%	642
2024 Q1	$14K	Buy	+169	New	+$13.6K	﹤0.01%	564
2023 Q3	–	Sell	-91	Closed	-$7.03K	–	866
2023 Q2	$7.03K	Hold	91	–	–	﹤0.01%	437
2023 Q1	$6.93K	Hold	91	–	–	﹤0.01%	597
2022 Q4	$6.75K	Hold	91	–	–	﹤0.01%	620
2022 Q3	$6K	Buy	+91	New	+$6.84K	﹤0.01%	818

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

Crewe Advisors's SLYV Position: Q2 2026 in Review

Crewe Advisors held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 32 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Crewe Advisors first reported a position in SLYV in Q3 2022 and has held it in 14 quarters since. The position peaked at $14K in Q1 2024. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Crewe Advisors held 32 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.49K as of Q2 2026.
Crewe Advisors left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #932 holding.
Crewe Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2022 and has held it in 14 quarters since.
Crewe Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $14K in Q1 2024.
618 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.