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 Q3	$443K	Sell	4,333 -59	-1%	-$6.39K	0.13%	62
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	$1.4M	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

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

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

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

Equita Financial Network's SLYV Position: Q3 2026 in Review

Equita Financial Network reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.3% in Q3 2026, selling an estimated $6.39K and leaving 4,333 shares worth $443K. The position accounts for 0.13% of the portfolio, ranked #62.

Equita Financial Network first reported a position in SLYV in Q3 2023 and has held it in 13 quarters since. The position peaked at $3M in Q3 2023. 194 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Equita Financial Network held 4,333 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $443K as of Q3 2026.
Equita Financial Network sold 59 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $6.39K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.13% of Equita Financial Network's portfolio in Q3 2026, its #62 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 13 quarters since.
Equita Financial Network's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3M in Q3 2023.
194 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.