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

Equita Financial Network’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	$479K	Sell	4,392 -33	-0.7%	-$3.4K	0.13%	63
2026 Q1	$418K	Sell	4,425 -3,015	-41%	-$291K	0.13%	64
2025 Q4	$677K	Sell	7,440 -13	-0.2%	-$1.17K	0.2%	55
2025 Q3	$661K	Sell	7,453 -1,750	-19%	-$149K	0.22%	51
2025 Q2	$734K	Sell	9,203 -3,788	-29%	-$287K	0.29%	40
2025 Q1	$1.02M	Sell	12,991 -243	-2%	-$20.6K	0.36%	44
2024 Q4	$1.15M	Sell	13,234 -334	-2%	-$29.8K	0.42%	40
2024 Q3	$1.18M	Sell	13,568 -4,369	-24%	-$366K	0.43%	39
2024 Q2	$1.41M	Sell	17,937 -92	-0.5%	-$7.31K	0.59%	34
2024 Q1	$1.5M	Sell	18,029 -6,652	-27%	-$533K	0.67%	33
2023 Q4	$2.06M	Sell	24,681 -16,834	-41%	-$1.24M	1.1%	26
2023 Q3	$3M	Buy	+41,515	New	+$3.21M	1.85%	21

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

Equita Financial Network's SLYV Position: Q2 2026 in Review

Equita Financial Network reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.75% in Q2 2026, selling an estimated $3.4K and leaving 4,392 shares worth $479K. The position accounts for 0.13% of the portfolio, ranked #63.

Equita Financial Network first reported a position in SLYV in Q3 2023 and has held it in 12 quarters since. The position peaked at $3M in Q3 2023. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Equita Financial Network held 4,392 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $479K as of Q2 2026.
Equita Financial Network sold 33 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $3.4K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.13% of Equita Financial Network's portfolio in Q2 2026, its #63 holding.
Equita Financial Network 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.
Equita Financial Network's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3M in Q3 2023.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.