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

Florida Financial 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	$843K	Buy	8,913 +2,794	+46%	+$270K	0.2%	123
2025 Q4	$548K	Sell	6,119 -406	-6%	-$36.5K	0.15%	140
2025 Q3	$579K	Sell	6,525 -10,532	-62%	-$897K	0.18%	128
2025 Q2	$1.39M	Sell	17,057 -3,403	-17%	-$258K	0.46%	46
2025 Q1	$1.52M	Buy	20,460 +8,163	+66%	+$692K	0.6%	33
2024 Q4	$1.07M	Buy	12,297 +2,340	+24%	+$209K	0.48%	41
2024 Q3	$864K	Buy	9,957 +1,664	+20%	+$139K	0.45%	48
2024 Q2	$649K	Buy	+8,293	New	+$659K	0.39%	55

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

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

Florida Financial Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 46% in Q1 2026, buying an estimated $270K and bringing the position to 8,913 shares worth $843K. The position accounts for 0.2% of the portfolio, ranked #123.

Florida Financial Advisors first reported a position in SLYV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.52M in Q1 2025. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Florida Financial Advisors held 8,913 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $843K as of Q1 2026.
Florida Financial Advisors bought 2,794 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $270K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.2% of Florida Financial Advisors's portfolio in Q1 2026, its #123 holding.
Florida Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
Florida Financial Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.52M in Q1 2025.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.