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

Financial Advisors Network’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 Q1	$1.09M	Sell	11,481 -126	-1%	-$12.2K	0.15%	74
2025 Q4	$1.06M	Sell	11,607 -13	-0.1%	-$1.17K	0.14%	79
2025 Q3	$1.03M	Sell	11,620 -555	-5%	-$47.3K	0.15%	78
2025 Q2	$971K	Sell	12,175 -23	-0.2%	-$1.75K	0.15%	77
2025 Q1	$956K	Sell	12,198 -255	-2%	-$21.6K	0.16%	72
2024 Q4	$1.09M	Buy	+12,453	New	+$1.11M	0.18%	70
2023 Q4	$1.09M	Sell	13,120 -458	-3%	-$33.9K	0.22%	59
2023 Q3	$983K	Buy	+13,578	New	+$1.05M	0.22%	56
2022 Q4	$1.06M	Buy	14,301 +1,124	+9%	+$84.3K	0.28%	50
2022 Q3	$885K	Buy	13,177 +571	+5%	+$42.9K	0.26%	50
2022 Q2	$913K	Buy	12,606 +360	+3%	+$28.1K	0.26%	50
2022 Q1	$1.02M	Sell	12,246 -58	-0.5%	-$4.8K	0.25%	51
2021 Q4	$1.04M	Sell	12,304 -16	-0.1%	-$1.37K	0.23%	56
2021 Q3	$1.1M	Sell	12,320 -126	-1%	-$10.3K	0.25%	54
2021 Q2	$1.07M	Sell	12,446 -416	-3%	-$35.4K	0.31%	50
2021 Q1	$1.05M	Buy	12,862 +4	+0%	+$308	0.34%	49
2020 Q4	$851K	Buy	12,858 +27	+0.2%	+$1.6K	0.29%	51
2020 Q3	$643K	Sell	12,831 -223	-2%	-$11.4K	0.25%	54
2020 Q2	$641K	Buy	+13,054	New	+$598K	0.26%	56

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Advisors Network's SLYV Position: Q1 2026 in Review

Financial Advisors Network reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.1% in Q1 2026, selling an estimated $12.2K and leaving 11,481 shares worth $1.09M. The position accounts for 0.15% of the portfolio, ranked #74.

Financial Advisors Network first reported a position in SLYV in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.1M in Q3 2021. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Financial Advisors Network held 11,481 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.09M as of Q1 2026.
Financial Advisors Network sold 126 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $12.2K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.15% of Financial Advisors Network's portfolio in Q1 2026, its #74 holding.
Financial Advisors Network first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2020 and has held it in 19 quarters since.
Financial Advisors Network's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.1M in Q3 2021.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.