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

Financial Guidance Group’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 Q3	$3.21M	Sell	31,381 -1,567	-5%	-$170K	1.15%	31
2026 Q2	$3.59M	Buy	32,948 +3	+0%	+$309	1.35%	27
2026 Q1	$3.12M	Sell	32,945 -2,330	-7%	-$225K	1.25%	31
2025 Q4	$3.21M	Sell	35,275 -191	-0.5%	-$17.2K	1.31%	29
2025 Q3	$3.14M	Sell	35,466 -1,251	-3%	-$107K	1.41%	27
2025 Q2	$2.93M	Sell	36,717 -385	-1%	-$29.2K	1.42%	26
2025 Q1	$2.91M	Sell	37,102 -1,045	-3%	-$88.6K	1.57%	20
2024 Q4	$3.33M	Sell	38,147 -4,512	-11%	-$403K	1.82%	19
2024 Q3	$3.7M	Sell	42,659 -4,159	-9%	-$348K	2.16%	15
2024 Q2	$3.67M	Sell	46,818 -16,342	-26%	-$1.3M	2.25%	12
2024 Q1	$5.24M	Sell	63,160 -627	-1%	-$50.3K	3.4%	11
2023 Q4	$5.31M	Sell	63,787 -3,936	-6%	-$291K	3.69%	9
2023 Q3	$4.9M	Sell	67,723 -236	-0.3%	-$18.2K	3.69%	10
2023 Q2	$5.25M	Sell	67,959 -992	-1%	-$73.8K	3.86%	10
2023 Q1	$5.25M	Sell	68,951 -437	-0.6%	-$34.7K	3.99%	10
2022 Q4	$5.15M	Buy	69,388 +902	+1%	+$67.7K	4.19%	9
2022 Q3	$4.6M	Buy	68,486 +3,660	+6%	+$275K	3.69%	11
2022 Q2	$4.69M	Sell	64,826 -706	-1%	-$55.1K	3.69%	10
2022 Q1	$5.46M	Buy	+65,532	New	+$5.43M	3.75%	9

Other funds holding SLYV

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Wrenne Financial Planning Lexington, Kentucky $303M AUM 11.43% 1-Year Est. Return

Financial Guidance Group's SLYV Position: Q3 2026 in Review

Financial Guidance Group reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4.8% in Q3 2026, selling an estimated $170K and leaving 31,381 shares worth $3.21M. The position accounts for 1.15% of the portfolio, ranked #31.

Financial Guidance Group first reported a position in SLYV in Q1 2022 and has held it in 19 quarters since. The position peaked at $5.46M in Q1 2022. 273 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Financial Guidance Group held 31,381 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.21M as of Q3 2026.
Financial Guidance Group sold 1,567 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $170K.
State Street SPDR S&P 600 Small Cap Value ETF made up 1.15% of Financial Guidance Group's portfolio in Q3 2026, its #31 holding.
Financial Guidance Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2022 and has held it in 19 quarters since.
Financial Guidance Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $5.46M in Q1 2022.
273 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Financial Guidance Group's 13F filing for Q3 2026, filed 21 Oct 2026.