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 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

GIM

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CX Institutional's SLYV Position: Q2 2026 in Review

CX Institutional reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 6.4% in Q2 2026, selling an estimated $7K and leaving 1,000 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

CX Institutional first reported a position in SLYV in Q2 2022 and has held it in 5 quarters since. The position peaked at $353K in Q2 2022. 149 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

CX Institutional held 1,000 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $109K as of Q2 2026.
CX Institutional sold 68 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $7K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #848 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 5 quarters since.
CX Institutional's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $353K in Q2 2022.
149 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.