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 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 $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Equita Financial Network's SLYV Position: Q1 2026 in Review

Equita Financial Network reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 41% in Q1 2026, selling an estimated $291K and leaving 4,425 shares worth $418K. The position accounts for 0.13% of the portfolio, ranked #64.

Equita Financial Network first reported a position in SLYV in Q3 2023 and has held it in 11 quarters since. The position peaked at $3M in Q3 2023. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Equita Financial Network held 4,425 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $418K as of Q1 2026.
Equita Financial Network sold 3,015 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $291K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.13% of Equita Financial Network's portfolio in Q1 2026, its #64 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 11 quarters since.
Equita Financial Network's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3M in Q3 2023.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.