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 Q3	$2.16M	Sell	21,147 -275	-1%	-$29.8K	0.07%	217
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

FFA

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

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Focus Financial Network's SLYV Position: Q3 2026 in Review

Focus Financial Network reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.3% in Q3 2026, selling an estimated $29.8K and leaving 21,147 shares worth $2.16M. The position accounts for 0.07% of the portfolio, ranked #217.

Focus Financial Network first reported a position in SLYV in Q1 2019 and has held it in 23 quarters since. The position peaked at $9.76M in Q2 2023. 90 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Focus Financial Network held 21,147 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.16M as of Q3 2026.
Focus Financial Network sold 275 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $29.8K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.07% of Focus Financial Network's portfolio in Q3 2026, its #217 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 23 quarters since.
Focus Financial Network's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $9.76M in Q2 2023.
90 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.