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

Garton & Associates Financial Advisors’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 Q1	–	Sell	-69	Closed	-$6.31K	–	606
2025 Q4	$6.31K	Buy	+69	New	+$6.2K	﹤0.01%	941

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Garton & Associates Financial Advisors's SLYV Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2026, closing a stake of 69 shares — an estimated $6.31K sold.

Garton & Associates Financial Advisors first reported a position in SLYV in Q4 2025 and held it in 1 quarter. The position peaked at $6.31K in Q4 2025. 597 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Garton & Associates Financial Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Garton & Associates Financial Advisors sold 69 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $6.31K.
Garton & Associates Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2025 and held it in 1 quarter.
Garton & Associates Financial Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $6.31K in Q4 2025.
597 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.