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

Focus Financial Network’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	$2.34M	Sell	21,422 -503	-2%	-$51.8K	0.07%	219
2026 Q1	$2.07M	Sell	21,925 -1,052	-5%	-$102K	0.07%	208
2025 Q4	$2.09M	Buy	22,977 +365	+2%	+$32.8K	0.07%	205
2025 Q3	$2M	Sell	22,612 -828	-4%	-$70.5K	0.07%	205
2025 Q2	$1.87M	Sell	23,440 -1,921	-8%	-$146K	0.07%	197
2025 Q1	$1.99M	Sell	25,361 -534	-2%	-$45.3K	0.08%	182
2024 Q4	$2.26M	Sell	25,895 -2,464	-9%	-$220K	0.09%	170
2024 Q3	$2.46M	Sell	28,359 -63,746	-69%	-$5.34M	0.1%	158
2024 Q2	$7.93M	Sell	92,105 -1,805	-2%	-$143K	0.34%	57
2024 Q1	$7.17M	Sell	93,910 -19,590	-17%	-$1.57M	0.35%	57
2023 Q4	$9.46M	Sell	113,500 -16,066	-12%	-$1.19M	0.36%	63
2023 Q3	$9.38M	Buy	129,566 +3,090	+2%	+$239K	0.53%	39
2023 Q2	$9.76M	Buy	126,476 +2,276	+2%	+$169K	0.54%	41
2023 Q1	$9.46M	Buy	+124,200	New	+$9.87M	0.59%	34
2021 Q1	–	Sell	-88,634	Closed	-$5.87M	–	521
2020 Q4	$5.87M	Buy	88,634 +2,801	+3%	+$166K	0.52%	41
2020 Q3	$4.3M	Sell	85,833 -3,297	-4%	-$169K	0.4%	58
2020 Q2	$4.38M	Sell	89,130 -2,533	-3%	-$116K	0.49%	47
2020 Q1	$3.75M	Buy	91,663 +4,843	+6%	+$274K	0.5%	47
2019 Q4	$5.7M	Buy	86,820 +4,658	+6%	+$295K	0.7%	33
2019 Q3	$5.03M	Buy	82,162 +7,534	+10%	+$452K	0.7%	34
2019 Q2	$4.53M	Buy	74,628 +430	+0.6%	+$26.1K	0.67%	31
2019 Q1	$4.47M	Buy	+74,198	New	+$4.47M	0.72%	30

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

Focus Financial Network's SLYV Position: Q2 2026 in Review

Focus Financial Network reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.3% in Q2 2026, selling an estimated $51.8K and leaving 21,422 shares worth $2.34M. The position accounts for 0.07% of the portfolio, ranked #219.

Focus Financial Network first reported a position in SLYV in Q1 2019 and has held it in 22 quarters since. The position peaked at $9.76M in Q2 2023. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Focus Financial Network held 21,422 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.34M as of Q2 2026.
Focus Financial Network sold 503 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $51.8K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.07% of Focus Financial Network's portfolio in Q2 2026, its #219 holding.
Focus Financial Network first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2019 and has held it in 22 quarters since.
Focus Financial Network's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $9.76M in Q2 2023.
616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.