Equitable Holdings’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Equitable Holdings’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	$34.8M	Buy	318,546 +18,396	+6%	+$1.9M	0.21%	108
2026 Q1	$27.3M	Sell	300,150 -17,058	-5%	-$1.65M	0.18%	117
2025 Q4	$28.9M	Sell	317,208 -7,322	-2%	-$658K	0.2%	112
2025 Q3	$28.8M	Sell	324,530 -2,675	-0.8%	-$228K	0.21%	104
2025 Q2	$26.1M	Buy	327,205 +16,078	+5%	+$1.22M	0.22%	101
2025 Q1	$24.4M	Buy	311,127 +17,117	+6%	+$1.45M	0.23%	94
2024 Q4	$25.7M	Sell	294,010 -14,210	-5%	-$1.27M	0.24%	87
2024 Q3	$26.8M	Sell	308,220 -48,192	-14%	-$4.03M	0.26%	81
2024 Q2	$27.9M	Sell	356,412 -19,277	-5%	-$1.53M	0.29%	73
2024 Q1	$31.2M	Buy	375,689 +9,780	+3%	+$784K	0.35%	61
2023 Q4	$30.5M	Buy	365,909 +2,604	+0.7%	+$193K	0.38%	58
2023 Q3	$26.3M	Sell	363,305 -4,399	-1%	-$340K	0.38%	60
2023 Q2	$28.4M	Sell	367,704 -234	-0.1%	-$17.4K	0.41%	55
2023 Q1	$28M	Buy	367,938 +10,360	+3%	+$823K	0.45%	50
2022 Q4	$26.5M	Sell	357,578 -20,049	-5%	-$1.5M	0.46%	55
2022 Q3	$25.4M	Sell	377,627 -1,569	-0.4%	-$118K	0.5%	46
2022 Q2	$27.5M	Buy	379,196 +44,638	+13%	+$3.49M	0.52%	43
2022 Q1	$27.9M	Buy	334,558 +31,030	+10%	+$2.57M	0.46%	46
2021 Q4	$25.7M	Buy	303,528 +47,956	+19%	+$4.1M	0.41%	51
2021 Q3	$20.9M	Buy	255,572 +21,191	+9%	+$1.74M	0.36%	51
2021 Q2	$20.1M	Buy	234,381 +11,373	+5%	+$968K	0.35%	51
2021 Q1	$18.3M	Sell	223,008 -23,911	-10%	-$1.84M	0.39%	49
2020 Q4	$16.3M	Buy	246,919 +22,573	+10%	+$1.34M	0.37%	52
2020 Q3	$11.2M	Buy	224,346 +213,975	+2,063%	+$11M	0.29%	63
2020 Q2	$509K	Sell	10,371 -508	-5%	-$23.3K	0.01%	400
2020 Q1	$445K	Buy	10,879 +2,743	+34%	+$155K	0.02%	384
2019 Q4	$535K	Buy	+8,136	New	+$515K	0.02%	386

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

Equitable Holdings's SLYV Position: Q2 2026 in Review

Equitable Holdings increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 6.1% in Q2 2026, buying an estimated $1.9M and bringing the position to 318,546 shares worth $34.8M. The position accounts for 0.21% of the portfolio, ranked #108.

Equitable Holdings first reported a position in SLYV in Q4 2019 and has held it in 27 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Equitable Holdings held 318,546 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $34.8M as of Q2 2026.
Equitable Holdings bought 18,396 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $1.9M.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.21% of Equitable Holdings's portfolio in Q2 2026, its #108 holding.
Equitable Holdings first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.