Diversify Advisory Services’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Diversify Advisory Services’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	$2.16M	Buy	+19,852	New	+$2.05M	0.04%	388
2024 Q2	–	Sell	-8,385	Closed	-$686K	–	710
2024 Q1	$686K	Buy	+8,385	New	+$672K	0.04%	340

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

Diversify Advisory Services's SLYV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 19,852 shares worth $2.16M. The stake represents 0.04% of the portfolio and ranks #388 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SLYV as recently as Q1 2024.

Diversify Advisory Services first reported a position in SLYV in Q1 2024 and has held it in 2 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Diversify Advisory Services held 19,852 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.16M as of Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF was a new Diversify Advisory Services position in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #388 holding.
Diversify Advisory Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2024 and has held it in 2 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.