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 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

Other funds holding SLYV

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Everhart Financial Group reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 55% in Q2 2026, selling an estimated $1.13M and leaving 8,795 shares worth $960K. The position accounts for 0.06% of the portfolio, ranked #184.

Everhart Financial Group first reported a position in SLYV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.87M in Q1 2026. 131 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Everhart Financial Group held 8,795 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $960K as of Q2 2026.
Everhart Financial Group sold 10,969 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $1.13M.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #184 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 23 quarters since.
Everhart Financial Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.87M in Q1 2026.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.