EFS
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Essex Financial Services’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Essex Financial Services’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 		$208K Buy
+1,908
New +$197K 0.01% 791

Other funds holding SLYV

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
NP
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
CF
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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Essex Financial Services's SLYV Position: Q2 2026 in Review

Essex Financial Services opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 1,908 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #791 among its holdings.

516 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Essex Financial Services held 1,908 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $208K as of Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF was a new Essex Financial Services position in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #791 holding.
  • 516 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.