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

Eldridge Investment 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
Q1 		$564K Buy
5,965
+106
+2% +$10.2K 0.12% 99
2025
Q4 		$533K Sell
5,859
-795
-12% -$71.4K 0.12% 106
2025
Q3 		$590K Sell
6,654
-14,779
-69% -$1.26M 0.13% 100
2025
Q2 		$1.71M Sell
21,433
-219
-1% -$16.6K 0.36% 56
2025
Q1 		$1.7M Buy
21,652
+70
+0.3% +$5.94K 0.39% 57
2024
Q4 		$1.88M Buy
21,582
+223
+1% +$19.9K 0.44% 55
2024
Q3 		$1.85M Buy
21,359
+81
+0.4% +$6.78K 0.44% 53
2024
Q2 		$1.67M Sell
21,278
-1,087
-5% -$86.3K 0.42% 55
2024
Q1 		$1.86M Sell
22,365
-48
-0.2% -$3.85K 0.48% 47
2023
Q4 		$1.87M Buy
22,413
+15,309
+215% +$1.13M 0.49% 50
2023
Q3 		$514K Sell
7,104
-361
-5% -$27.9K 0.17% 87
2023
Q2 		$576K Buy
7,465
+488
+7% +$36.3K 0.19% 78
2023
Q1 		$532K Sell
6,977
-25
-0.4% -$1.99K 0.18% 79
2022
Q4 		$520K Buy
7,002
+343
+5% +$25.7K 0.18% 74
2022
Q3 		$447K Sell
6,659
-8,183
-55% -$615K 0.17% 81
2022
Q2 		$1.07M Buy
14,842
+7,253
+96% +$566K 0.4% 47
2022
Q1 		$632K Sell
7,589
-2,099
-22% -$174K 0.21% 63
2021
Q4 		$821K Sell
9,688
-615
-6% -$52.5K 0.27% 64
2021
Q3 		$844K Buy
10,303
+1,854
+22% +$152K 0.3% 52
2021
Q2 		$724K Buy
8,449
+192
+2% +$16.3K 0.26% 58
2021
Q1 		$677K Buy
8,257
+3,318
+67% +$256K 0.26% 57
2020
Q4 		$327K Buy
4,939
+422
+9% +$25.1K 0.14% 81
2020
Q3 		$226K Buy
4,517
+52
+1% +$2.67K 0.11% 95
2020
Q2 		$219K Buy
+4,465
New +$205K 0.11% 95

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Eldridge Investment Advisors's SLYV Position: Q1 2026 in Review

Eldridge Investment Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.8% in Q1 2026, buying an estimated $10.2K and bringing the position to 5,965 shares worth $564K. The position accounts for 0.12% of the portfolio, ranked #99.

Eldridge Investment Advisors first reported a position in SLYV in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.88M in Q4 2024. 596 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • Eldridge Investment Advisors held 5,965 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $564K as of Q1 2026.
  • Eldridge Investment Advisors bought 106 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $10.2K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.12% of Eldridge Investment Advisors's portfolio in Q1 2026, its #99 holding.
  • Eldridge Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2020 and has held it in 24 quarters since.
  • Eldridge Investment Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.88M in Q4 2024.
  • 596 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.