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

Everest Financial Group’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 		$251K Buy
2,297
+11
+0.5% +$1.13K 0.03% 188
2026
Q1 		$216K Buy
+2,286
New +$221K 0.04% 192

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Everest Financial Group's SLYV Position: Q2 2026 in Review

Everest Financial Group increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.48% in Q2 2026, buying an estimated $1.13K and bringing the position to 2,297 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #188.

Everest Financial Group first reported a position in SLYV in Q1 2026 and has held it in 2 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Everest Financial Group held 2,297 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $251K as of Q2 2026.
  • Everest Financial Group bought 11 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $1.13K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.03% of Everest Financial Group's portfolio in Q2 2026, its #188 holding.
  • Everest Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

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