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

Founders Financial Alliance’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	$46.1K	Sell	451 -373	-45%	-$40.4K	0.01%	474
2026 Q2	$89.9K	Buy	824 +19	+2%	+$1.96K	0.01%	511
2026 Q1	$76.1K	Buy	+805	New	+$77.8K	0.01%	478
2025 Q4	–	Sell	-367	Closed	-$32.5K	–	699
2025 Q3	$32.5K	Buy	+367	New	+$31.3K	0.01%	529
2025 Q2	–	Sell	-367	Closed	-$28.8K	–	606
2025 Q1	$28.8K	Hold	367	–	–	0.01%	478
2024 Q4	$32K	Hold	367	–	–	0.01%	414
2024 Q3	$31.9K	Hold	367	–	–	0.01%	418
2024 Q2	$28.7K	Hold	367	–	–	0.01%	413
2024 Q1	$30.4K	Hold	367	–	–	0.01%	413
2023 Q4	$30.6K	Hold	367	–	–	0.01%	371
2023 Q3	$26.6K	Hold	367	–	–	0.01%	364
2023 Q2	$28.3K	Buy	+367	New	+$27.3K	0.01%	387
2022 Q3	–	Sell	-252	Closed	-$18K	–	540
2022 Q2	$18K	Buy	+252	New	+$19.7K	0.01%	407
2022 Q1	–	Sell	-6,428	Closed	-$545K	–	473
2021 Q4	$545K	Buy	6,428 +3	+0%	+$256	0.22%	106
2021 Q3	$526K	Sell	6,425 -396	-6%	-$32.5K	0.25%	97
2021 Q2	$583K	Buy	+6,821	New	+$581K	0.27%	87

Other funds holding SLYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $1B AUM 11.33% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

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

Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Founders Financial Alliance's SLYV Position: Q3 2026 in Review

Founders Financial Alliance reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 45% in Q3 2026, selling an estimated $40.4K and leaving 451 shares worth $46.1K. The position accounts for 0.01% of the portfolio, ranked #474.

Founders Financial Alliance first reported a position in SLYV in Q2 2021 and has held it in 16 quarters since. The position peaked at $583K in Q2 2021. 556 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Founders Financial Alliance held 451 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $46.1K as of Q3 2026.
Founders Financial Alliance sold 373 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $40.4K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Founders Financial Alliance's portfolio in Q3 2026, its #474 holding.
Founders Financial Alliance first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2021 and has held it in 16 quarters since.
Founders Financial Alliance's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $583K in Q2 2021.
556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Founders Financial Alliance's 13F filing for Q3 2026, filed 10 Nov 2026.