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

Financial Consulate’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	$12.5K	Sell	132 -127	-49%	-$12.3K	﹤0.01%	597
2025 Q4	$23.6K	Buy	259 +1	+0.4%	+$90	﹤0.01%	443
2025 Q3	$22.9K	Buy	+258	New	+$22K	﹤0.01%	429
2015 Q4	–	Sell	-7,034	Closed	-$332K	–	73
2015 Q3	$332K	Sell	7,034 -274	-4%	-$13.8K	0.29%	47
2015 Q2	$388K	Buy	7,308 +324	+5%	+$17.4K	0.29%	45
2015 Q1	$374K	Buy	6,984 +64	+0.9%	+$3.35K	0.32%	44
2014 Q4	$366K	Buy	+6,920	New	+$370K	0.24%	49

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 Consulate's SLYV Position: Q1 2026 in Review

Financial Consulate reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 49% in Q1 2026, selling an estimated $12.3K and leaving 132 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Financial Consulate first reported a position in SLYV in Q4 2014 and has held it in 7 quarters since. The position peaked at $388K in Q2 2015. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Financial Consulate held 132 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $12.5K as of Q1 2026.
Financial Consulate sold 127 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $12.3K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #597 holding.
Financial Consulate first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2014 and has held it in 7 quarters since.
Financial Consulate's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $388K in Q2 2015.
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 Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.