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 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 $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

Founders Financial Alliance's SLYV Position: Q2 2026 in Review

Founders Financial Alliance increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.4% in Q2 2026, buying an estimated $1.96K and bringing the position to 824 shares worth $89.9K. The position accounts for 0.01% of the portfolio, ranked #511.

Founders Financial Alliance first reported a position in SLYV in Q2 2021 and has held it in 15 quarters since. The position peaked at $583K in Q2 2021. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Founders Financial Alliance held 824 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $89.9K as of Q2 2026.
Founders Financial Alliance bought 19 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $1.96K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #511 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 15 quarters since.
Founders Financial Alliance's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $583K in Q2 2021.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.