Everhart Financial Group
SLYV icon

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

Everhart 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
Q3 		$885K Sell
8,666
-129
-1% -$14K 0.05% 197
2026
Q2 		$960K Sell
8,795
-10,969
-55% -$1.13M 0.06% 184
2026
Q1 		$1.87M Buy
19,764
+11,697
+145% +$1.13M 0.16% 85
2025
Q4 		$734K Sell
8,067
-266
-3% -$23.9K 0.07% 205
2025
Q3 		$739K Sell
8,333
-895
-10% -$76.3K 0.07% 198
2025
Q2 		$736K Buy
9,228
+516
+6% +$39.1K 0.09% 171
2025
Q1 		$683K Sell
8,712
-4
-0% -$339 0.09% 151
2024
Q4 		$760K Sell
8,716
-10
-0.1% -$893 0.16% 138
2024
Q3 		$758K Sell
8,726
-30
-0.3% -$2.51K 0.17% 136
2024
Q2 		$686K Sell
8,756
-55
-0.6% -$4.37K 0.18% 122
2024
Q1 		$731K Sell
8,811
-225
-2% -$18K 0.21% 103
2023
Q4 		$753K Buy
9,036
+63
+0.7% +$4.66K 0.27% 75
2023
Q3 		$649K Sell
8,973
-283
-3% -$21.9K 0.28% 76
2023
Q2 		$714K Sell
9,256
-107
-1% -$7.96K 0.3% 70
2023
Q1 		$713K Buy
9,363
+1,060
+13% +$84.2K 0.32% 63
2022
Q4 		$616K Buy
8,303
+1,527
+23% +$115K 0.31% 69
2022
Q3 		$455K Buy
6,776
+746
+12% +$56.1K 0.25% 77
2022
Q2 		$437K Sell
6,030
-90
-1% -$7.03K 0.27% 86
2022
Q1 		$510K Sell
6,120
-97
-2% -$8.03K 0.29% 74
2021
Q4 		$527K Buy
6,217
+220
+4% +$18.8K 0.32% 59
2021
Q3 		$491K Sell
5,997
-723
-11% -$59.4K 0.34% 55
2021
Q2 		$576K Buy
6,720
+2
+0% +$170 0.4% 51
2021
Q1 		$551K Buy
6,718
+3
+0% +$231 0.48% 43
2020
Q4 		$445K Buy
+6,715
New +$399K 0.41% 45

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Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Dean Jacobson Financial Services
Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Everhart Financial Group's SLYV Position: Q3 2026 in Review

Everhart Financial Group reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.5% in Q3 2026, selling an estimated $14K and leaving 8,666 shares worth $885K. The position accounts for 0.05% of the portfolio, ranked #197.

Everhart Financial Group first reported a position in SLYV in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.87M in Q1 2026. 434 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

  • Everhart Financial Group held 8,666 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $885K as of Q3 2026.
  • Everhart Financial Group sold 129 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $14K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.05% of Everhart Financial Group's portfolio in Q3 2026, its #197 holding.
  • Everhart Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Everhart Financial Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.87M in Q1 2026.
  • 434 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.