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

Foundations Investment 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
Q2 		$361K Buy
3,307
+449
+16% +$46.3K ﹤0.01% 892
2026
Q1 		$270K Buy
2,858
+56
+2% +$5.41K ﹤0.01% 953
2025
Q4 		$255K Sell
2,802
-415
-13% -$37.3K ﹤0.01% 957
2025
Q3 		$285K Buy
+3,217
New +$274K ﹤0.01% 871

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
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

Foundations Investment Advisors's SLYV Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 16% in Q2 2026, buying an estimated $46.3K and bringing the position to 3,307 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Foundations Investment Advisors first reported a position in SLYV in Q3 2025 and has held it in 4 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Foundations Investment Advisors held 3,307 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $361K as of Q2 2026.
  • Foundations Investment Advisors bought 449 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $46.3K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #892 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.