Dynamic Advisor Solutions’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Dynamic Advisor Solutions’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	$326K	Buy	3,189 +1	+0%	+$108	0.01%	811
2026 Q2	$348K	Buy	3,188 +207	+7%	+$21.3K	0.01%	805
2026 Q1	$282K	Buy	2,981 +247	+9%	+$23.9K	0.01%	824
2025 Q4	$249K	Hold	2,734	–	–	0.01%	836
2025 Q3	$242K	Buy	2,734 +1	+0%	+$85	0.01%	846
2025 Q2	$218K	Hold	2,733	–	–	0.01%	834
2025 Q1	$214K	Buy	2,733 +1	+0%	+$85	0.01%	794
2024 Q4	$238K	Hold	2,732	–	–	0.01%	582
2024 Q3	$237K	Buy	2,732 +1	+0%	+$84	0.01%	832
2024 Q2	$214K	Sell	2,731 -93	-3%	-$7.39K	0.01%	861
2024 Q1	$234K	Buy	2,824 +162	+6%	+$13K	0.01%	820
2023 Q4	$214K	Buy	+2,662	New	+$197K	0.01%	820
2023 Q3	–	Sell	-2,677	Closed	-$207K	–	878
2023 Q2	$207K	Sell	2,677 -152	-5%	-$11.3K	0.01%	740
2023 Q1	$215K	Sell	2,829 -2,159	-43%	-$172K	0.01%	680
2022 Q4	$370K	Buy	4,988 +182	+4%	+$13.6K	0.03%	509
2022 Q3	$323K	Buy	4,806 +4	+0.1%	+$301	0.02%	504
2022 Q2	$348K	Sell	4,802 -599	-11%	-$46.8K	0.03%	489
2022 Q1	$450K	Sell	5,401 -37	-0.7%	-$3.06K	0.03%	456
2021 Q4	$461K	Buy	5,438 +5	+0.1%	+$427	0.03%	451
2021 Q3	$445K	Sell	5,433 -198	-4%	-$16.3K	0.03%	476
2021 Q2	$483K	Hold	5,631	–	–	0.04%	441
2021 Q1	$462K	Sell	5,631 -49	-0.9%	-$3.78K	0.04%	400
2020 Q4	$376K	Buy	+5,680	New	+$338K	0.04%	443
2020 Q1	–	Sell	-4,013	Closed	-$264K	–	584
2019 Q4	$264K	Sell	4,013 -8,376	-68%	-$530K	0.04%	441
2019 Q3	$759K	Buy	12,389 +771	+7%	+$46.2K	0.12%	204
2019 Q2	$705K	Buy	11,618 +3,143	+37%	+$190K	0.11%	205
2019 Q1	$511K	Buy	8,475 +974	+13%	+$58.7K	0.1%	220
2018 Q4	$447K	Buy	7,501 +2,072	+38%	+$126K	0.1%	218
2018 Q3	$371K	Buy	+5,429	New	+$375K	0.08%	259

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

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

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

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Dynamic Advisor Solutions's SLYV Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.03% in Q3 2026, buying an estimated $108 and bringing the position to 3,189 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #811.

Dynamic Advisor Solutions first reported a position in SLYV in Q3 2018 and has held it in 29 quarters since. The position peaked at $759K in Q3 2019. 145 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Dynamic Advisor Solutions held 3,189 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $326K as of Q3 2026.
Dynamic Advisor Solutions bought 1 State Street SPDR S&P 600 Small Cap Value ETF share in Q3 2026, an estimated $108.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #811 holding.
Dynamic Advisor Solutions first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2018 and has held it in 29 quarters since.
Dynamic Advisor Solutions's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $759K in Q3 2019.
145 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.