EverSource Wealth Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

EverSource Wealth Advisors’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	$4.47K	Hold	41	–	–	﹤0.01%	3338
2026 Q1	$3.88K	Sell	41 -1,196	-97%	-$116K	﹤0.01%	3379
2025 Q4	$113K	Hold	1,237	–	–	﹤0.01%	1253
2025 Q3	$110K	Hold	1,237	–	–	﹤0.01%	1233
2025 Q2	$98.7K	Hold	1,237	–	–	﹤0.01%	1218
2025 Q1	$97K	Hold	1,237	–	–	0.01%	928
2024 Q4	$108K	Buy	1,237 +1,217	+6,085%	+$109K	0.01%	878
2024 Q3	$1.74K	Hold	20	–	–	﹤0.01%	2583
2024 Q2	$1.75K	Hold	20	–	–	﹤0.01%	2595
2024 Q1	$1.55K	Hold	20	–	–	﹤0.01%	2457
2023 Q4	$1.67K	Hold	20	–	–	﹤0.01%	2227
2023 Q3	$1.45K	Hold	20	–	–	﹤0.01%	2099
2023 Q2	$1.54K	Buy	+20	New	+$1.49K	﹤0.01%	2099
2023 Q1	–	Sell	-190	Closed	-$14.1K	–	2518
2022 Q4	$14.1K	Buy	+190	New	+$14.3K	﹤0.01%	1192

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

EverSource Wealth Advisors's SLYV Position: Q2 2026 in Review

EverSource Wealth Advisors held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 41 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #3338.

EverSource Wealth Advisors first reported a position in SLYV in Q4 2022 and has held it in 14 quarters since. The position peaked at $113K in Q4 2025. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

EverSource Wealth Advisors held 41 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $4.47K as of Q2 2026.
EverSource Wealth Advisors left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3338 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $113K in Q4 2025.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.