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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
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

GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return