FGG
SLYV icon

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
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

GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
WFP
Wrenne Financial Planning Lexington, Kentucky $296M AUM 20.61% 1-Year Est. Return

Financial Guidance Group's SLYV Position: Q2 2026 in Review

Financial Guidance Group increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.01% in Q2 2026, buying an estimated $309 and bringing the position to 32,948 shares worth $3.59M. The position accounts for 1.35% of the portfolio, ranked #27.

Financial Guidance Group first reported a position in SLYV in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.46M in Q1 2022. 296 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Financial Guidance Group held 32,948 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.59M as of Q2 2026.
  • Financial Guidance Group bought 3 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $309.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 1.35% of Financial Guidance Group's portfolio in Q2 2026, its #27 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 18 quarters since.
  • Financial Guidance Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $5.46M in Q1 2022.
  • 296 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.