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

Farther Finance 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	$4.78M	Buy	43,806 +4,405	+11%	+$454K	0.04%	420
2026 Q1	$3.73M	Sell	39,401 -6,911	-15%	-$668K	0.04%	427
2025 Q4	$4.21M	Buy	46,312 +2,128	+5%	+$191K	0.05%	355
2025 Q3	$3.92M	Sell	44,184 -25,405	-37%	-$2.16M	0.06%	273
2025 Q2	$5.55M	Buy	69,589 +51,131	+277%	+$3.88M	0.11%	175
2025 Q1	$1.45M	Buy	18,458 +1,387	+8%	+$118K	0.04%	378
2024 Q4	$1.49M	Sell	17,071 -3,021	-15%	-$270K	0.05%	269
2024 Q3	$1.74M	Sell	20,092 -4,256	-17%	-$356K	0.07%	227
2024 Q2	$1.89M	Buy	24,348 +159	+0.7%	+$12.6K	0.09%	177
2024 Q1	$1.98M	Sell	24,189 -3,638	-13%	-$292K	0.12%	144
2023 Q4	$2.32M	Sell	27,827 -1,838	-6%	-$136K	0.17%	115
2023 Q3	$2.15M	Sell	29,665 -13,082	-31%	-$1.01M	0.34%	61
2023 Q2	$3.3M	Sell	42,747 -4,808	-10%	-$358K	0.72%	26
2023 Q1	$3.62M	Sell	47,555 -1,186	-2%	-$94.2K	1.06%	16
2022 Q4	$3.62M	Buy	+48,741	New	+$3.66M	1.4%	10

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

Farther Finance Advisors's SLYV Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 11% in Q2 2026, buying an estimated $454K and bringing the position to 43,806 shares worth $4.78M. The position accounts for 0.04% of the portfolio, ranked #420.

Farther Finance Advisors first reported a position in SLYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.55M in Q2 2025. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Farther Finance Advisors held 43,806 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $4.78M as of Q2 2026.
Farther Finance Advisors bought 4,405 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $454K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of Farther Finance Advisors's portfolio in Q2 2026, its #420 holding.
Farther Finance Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $5.55M in Q2 2025.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.