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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 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. 618 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.
618 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.