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

CX Institutional’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	$102K	Hold	1,000	–	–	﹤0.01%	871
2026 Q2	$109K	Sell	1,000 -68	-6%	-$7K	﹤0.01%	848
2026 Q1	$101K	Buy	1,068 +1,000	+1,471%	+$96.7K	﹤0.01%	852
2025 Q4	$6K	Buy	68 +1	+1%	+$90	﹤0.01%	1254
2025 Q3	$6K	Buy	+67	New	+$5.71K	﹤0.01%	1253
2022 Q3	–	Sell	-4,866	Closed	-$353K	–	1027
2022 Q2	$353K	Buy	+4,866	New	+$380K	0.03%	369

Other funds holding SLYV

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

CX Institutional's SLYV Position: Q3 2026 in Review

CX Institutional held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q3 2026 at 1,000 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

CX Institutional first reported a position in SLYV in Q2 2022 and has held it in 6 quarters since. The position peaked at $353K in Q2 2022. 194 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

CX Institutional held 1,000 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $102K as of Q3 2026.
CX Institutional left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q3 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #871 holding.
CX Institutional first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2022 and has held it in 6 quarters since.
CX Institutional's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $353K in Q2 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 CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.