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

Destiny Capital’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 		$206K Buy
+1,884
New +$194K 0.1% 57
2025
Q1 		– Sell
-2,377
Closed -$207K – 49
2024
Q4 		$207K Sell
2,377
-16
-0.7% -$1.43K 0.13% 48
2024
Q3 		$206K Buy
+2,393
New +$200K 0.13% 49

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
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

Destiny Capital's SLYV Position: Q2 2026 in Review

Destiny Capital opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 1,884 shares worth $206K. The stake represents 0.1% of the portfolio and ranks #57 among its holdings. This is a return to the name: Destiny Capital previously reported a position in SLYV as recently as Q4 2024.

Destiny Capital first reported a position in SLYV in Q3 2024 and has held it in 3 quarters since. The position peaked at $207K in Q4 2024. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Destiny Capital held 1,884 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $206K as of Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF was a new Destiny Capital position in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.1% of Destiny Capital's portfolio in Q2 2026, its #57 holding.
  • Destiny Capital first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2024 and has held it in 3 quarters since.
  • Destiny Capital's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $207K in Q4 2024.
  • 617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Destiny Capital's 13F filing for Q2 2026, filed 10 Aug 2026.