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

Financial Engines 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 Q1	$102M	Sell	1,083,473 -77,057	-7%	-$7.45M	0.21%	42
2025 Q4	$106M	Sell	1,160,530 -34,117	-3%	-$3.07M	0.2%	43
2025 Q3	$106M	Sell	1,194,647 -180,286	-13%	-$15.4M	0.2%	42
2025 Q2	$110M	Buy	1,374,933 +66,853	+5%	+$5.07M	0.22%	41
2025 Q1	$103M	Buy	1,308,080 +3,641	+0.3%	+$309K	0.22%	38
2024 Q4	$114M	Sell	1,304,439 -66,284	-5%	-$5.92M	0.24%	38
2024 Q3	$119M	Buy	1,370,723 +16,434	+1%	+$1.38M	0.25%	38
2024 Q2	$106M	Buy	1,354,289 +26,478	+2%	+$2.1M	0.24%	39
2024 Q1	$110M	Sell	1,327,811 -5,555	-0.4%	-$445K	0.25%	39
2023 Q4	$111M	Sell	1,333,366 -10,146	-0.8%	-$750K	0.26%	39
2023 Q3	$97.2M	Sell	1,343,512 -7,149	-0.5%	-$552K	0.26%	39
2023 Q2	$104M	Buy	1,350,661 +43,184	+3%	+$3.21M	0.26%	38
2023 Q1	$99.6M	Sell	1,307,477 -25,740	-2%	-$2.05M	0.26%	38
2022 Q4	$99M	Sell	1,333,217 -23,090	-2%	-$1.73M	0.28%	40
2022 Q3	$91.1M	Sell	1,356,307 -12,604	-0.9%	-$948K	0.3%	38
2022 Q2	$99.1M	Sell	1,368,911 -46,198	-3%	-$3.61M	0.3%	37
2022 Q1	$118M	Sell	1,415,109 -20,823	-1%	-$1.72M	0.31%	36
2021 Q4	$122M	Sell	1,435,932 -9,842	-0.7%	-$841K	0.32%	35
2021 Q3	$118M	Sell	1,445,774 -17,979	-1%	-$1.48M	0.35%	35
2021 Q2	$125M	Buy	1,463,753 +260,230	+22%	+$22.1M	0.36%	35
2021 Q1	$98.7M	Sell	1,203,523 -218,276	-15%	-$16.8M	0.31%	38
2020 Q4	$94.1M	Sell	1,421,799 -151,698	-10%	-$9.01M	0.32%	39
2020 Q3	$78.8M	Sell	1,573,497 -148,893	-9%	-$7.64M	0.31%	42
2020 Q2	$84.6M	Sell	1,722,390 -4,603,646	-73%	-$211M	0.37%	41
2020 Q1	$258M	Buy	6,326,036 +1,042,642	+20%	+$59M	1.39%	20
2019 Q4	$347M	Buy	5,283,394 +114,525	+2%	+$7.25M	1.68%	17
2019 Q3	$317M	Buy	5,168,869 +231,297	+5%	+$13.9M	1.7%	17
2019 Q2	$300M	Sell	4,937,572 -19,154	-0.4%	-$1.16M	1.75%	15
2019 Q1	$299M	Buy	4,956,726 +1,170,057	+31%	+$70.6M	1.63%	16
2018 Q4	$203M	Buy	3,786,669 +231,110	+6%	+$14M	1.4%	15
2018 Q3	$243M	Buy	3,555,559 +1,949,617	+121%	+$135M	4.63%	7
2018 Q2	$107M	Buy	1,605,942 +94,646	+6%	+$6.19M	2.55%	8
2018 Q1	$93.3M	Buy	1,511,296 +69,482	+5%	+$4.37M	2.72%	6
2017 Q4	$90.6M	Buy	1,441,814 +141,904	+11%	+$9.05M	2.6%	7
2017 Q3	$82.1M	Sell	1,299,910 -1,994,972	-61%	-$119M	2.74%	6
2017 Q2	$194M	Hold	3,294,882	–	–	8.96%	5
2017 Q1	$194M	Buy	+3,294,882	New	+$195M	9.18%	5

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 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

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

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

Financial Engines Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 6.6% in Q1 2026, selling an estimated $7.45M and leaving 1,083,473 shares worth $102M. The position accounts for 0.21% of the portfolio, ranked #42.

Financial Engines Advisors first reported a position in SLYV in Q1 2017 and has held it in 37 quarters since. The position peaked at $347M in Q4 2019. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Financial Engines Advisors held 1,083,473 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $102M as of Q1 2026.
Financial Engines Advisors sold 77,057 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $7.45M.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.21% of Financial Engines Advisors's portfolio in Q1 2026, its #42 holding.
Financial Engines Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2017 and has held it in 37 quarters since.
Financial Engines Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $347M in Q4 2019.
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 Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.