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

Friday Financial’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	$3.01M	Buy	29,238 +22,261	+319%	+$2.41M	0.6%	30
2026 Q2	$748K	Buy	6,977 +1,421	+26%	+$146K	0.2%	58
2026 Q1	$525K	Buy	5,556 +718	+15%	+$69.4K	0.18%	62
2025 Q4	$440K	Buy	4,838 +971	+25%	+$87.3K	0.16%	73
2025 Q3	$343K	Hold	3,867	–	–	0.14%	74
2025 Q2	$308K	Hold	3,867	–	–	0.16%	73
2025 Q1	$308K	Sell	3,867 -90	-2%	-$7.63K	0.18%	59
2024 Q4	$345K	Buy	+3,957	New	+$354K	0.24%	49

Other funds holding SLYV

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

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

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

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

Friday Financial's SLYV Position: Q3 2026 in Review

Friday Financial increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 319% in Q3 2026, buying an estimated $2.41M and bringing the position to 29,238 shares worth $3.01M. The position accounts for 0.6% of the portfolio, ranked #30.

Friday Financial first reported a position in SLYV in Q4 2024 and has held it in 8 quarters since. 148 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Friday Financial held 29,238 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.01M as of Q3 2026.
Friday Financial bought 22,261 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $2.41M.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.6% of Friday Financial's portfolio in Q3 2026, its #30 holding.
Friday Financial first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
148 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.