Garden State Investment Advisory Services’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Garden State Investment Advisory Services’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	$224K	Buy	+2,053	New	+$211K	0.04%	304
2025 Q3	–	Sell	-2,783	Closed	-$222K	–	345
2025 Q2	$222K	Buy	2,783 +154	+6%	+$11.7K	0.06%	262
2025 Q1	$206K	Buy	2,629 +3	+0.1%	+$254	0.07%	238
2024 Q4	$229K	Sell	2,626 -373	-12%	-$33.3K	0.07%	218
2024 Q3	$260K	Sell	2,999 -181	-6%	-$15.2K	0.08%	187
2024 Q2	$249K	Buy	+3,180	New	+$253K	0.09%	186
2024 Q1	–	Sell	-2,624	Closed	-$219K	–	275
2023 Q4	$219K	Buy	+2,624	New	+$194K	0.09%	187

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

Garden State Investment Advisory Services's SLYV Position: Q2 2026 in Review

Garden State Investment Advisory Services opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 2,053 shares worth $224K. The stake represents 0.04% of the portfolio and ranks #304 among its holdings. This is a return to the name: Garden State Investment Advisory Services previously reported a position in SLYV as recently as Q2 2025.

Garden State Investment Advisory Services first reported a position in SLYV in Q4 2023 and has held it in 7 quarters since. The position peaked at $260K in Q3 2024. 620 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Garden State Investment Advisory Services held 2,053 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $224K as of Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF was a new Garden State Investment Advisory Services position in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #304 holding.
Garden State Investment Advisory Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and has held it in 7 quarters since.
Garden State Investment Advisory Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $260K in Q3 2024.
620 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.