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

DHJJ Financial 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	$19.4K	Hold	178	–	–	0.01%	540
2026 Q1	$16.8K	Hold	178	–	–	0.01%	550
2025 Q4	$16.2K	Hold	178	–	–	0.01%	521
2025 Q3	$15.8K	Hold	178	–	–	0.01%	510
2025 Q2	$14.2K	Hold	178	–	–	0.01%	513
2025 Q1	$14K	Hold	178	–	–	0.01%	471
2024 Q4	$15.5K	Hold	178	–	–	0.01%	450
2024 Q3	$15.5K	Hold	178	–	–	0.01%	441
2024 Q2	$13.9K	Hold	178	–	–	0.01%	418
2024 Q1	$14.8K	Hold	178	–	–	0.01%	400
2023 Q4	$14.8K	Hold	178	–	–	0.01%	389
2023 Q3	$12.9K	Buy	+178	New	+$13.8K	0.01%	402

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

DHJJ Financial Advisors's SLYV Position: Q2 2026 in Review

DHJJ Financial Advisors held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 178 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #540.

DHJJ Financial Advisors first reported a position in SLYV in Q3 2023 and has held it in 12 quarters since. 620 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

DHJJ Financial Advisors held 178 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $19.4K as of Q2 2026.
DHJJ Financial 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 DHJJ Financial Advisors's portfolio in Q2 2026, its #540 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
620 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

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