GHP Investment Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

GHP Investment 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 Q2	$20.2M	Buy	184,716 +2,927	+2%	+$302K	0.74%	41
2026 Q1	$17.2M	Buy	181,789 +1,713	+1%	+$166K	0.71%	37
2025 Q4	$16.4M	Buy	180,076 +1,267	+0.7%	+$114K	0.67%	45
2025 Q3	$15.9M	Buy	178,809 +1,339	+0.8%	+$114K	0.67%	45
2025 Q2	$14.2M	Buy	177,470 +2,975	+2%	+$226K	0.63%	47
2025 Q1	$13.7M	Buy	174,495 +1,103	+0.6%	+$93.6K	0.66%	44
2024 Q4	$15.1M	Buy	173,392 +3,948	+2%	+$353K	0.71%	35
2024 Q3	$14.7M	Buy	169,444 +2,966	+2%	+$248K	0.67%	38
2024 Q2	$13M	Buy	166,478 +2,739	+2%	+$218K	0.65%	40
2024 Q1	$13.6M	Buy	163,739 +2,372	+1%	+$190K	0.67%	36
2023 Q4	$13.4M	Buy	161,367 +3,512	+2%	+$260K	0.73%	31
2023 Q3	$11M	Buy	157,855 +4,469	+3%	+$345K	0.67%	40
2023 Q2	$12.2M	Buy	153,386 +2,284	+2%	+$170K	0.71%	35
2023 Q1	$11.5M	Buy	151,102 +5,809	+4%	+$462K	0.73%	30
2022 Q4	$10.8M	Buy	145,293 +3,674	+3%	+$276K	0.73%	29
2022 Q3	$9.51M	Buy	141,619 +3,162	+2%	+$238K	0.73%	26
2022 Q2	$10M	Buy	138,457 +3,636	+3%	+$284K	0.75%	25
2022 Q1	$11.2M	Buy	134,821 +3,721	+3%	+$308K	0.74%	29
2021 Q4	$11.1M	Buy	131,100 +2,079	+2%	+$178K	0.79%	31
2021 Q3	$10.6M	Sell	129,021 -1,483	-1%	-$122K	0.84%	28
2021 Q2	$11.2M	Sell	130,504 -114	-0.1%	-$9.7K	0.9%	23
2021 Q1	$10.7M	Sell	130,618 -618	-0.5%	-$47.6K	0.93%	23
2020 Q4	$8.69M	Sell	131,236 -1,624	-1%	-$96.5K	0.83%	31
2020 Q3	$6.66M	Buy	132,860 +772	+0.6%	+$39.6K	0.75%	39
2020 Q2	$6.49M	Sell	132,088 -3,763	-3%	-$172K	0.81%	33
2020 Q1	$5.55M	Buy	135,851 +13,203	+11%	+$747K	0.83%	29
2019 Q4	$8.06M	Buy	122,648 +23,508	+24%	+$1.49M	0.86%	27
2019 Q3	$6.07M	Buy	99,140 +9,209	+10%	+$552K	0.76%	35
2019 Q2	$5.46M	Buy	89,931 +6,483	+8%	+$393K	0.66%	43
2019 Q1	$5.03M	Buy	83,448 +11,178	+15%	+$674K	0.65%	46
2018 Q4	$3.89M	Buy	72,270 +9,224	+15%	+$560K	0.59%	51
2018 Q3	$4.3M	Buy	63,046 +6,940	+12%	+$479K	0.58%	51
2018 Q2	$3.75M	Buy	56,106 +2,628	+5%	+$172K	0.53%	54
2018 Q1	$3.3M	Buy	53,478 +2,228	+4%	+$140K	0.47%	60
2017 Q4	$3.22M	Buy	51,250 +4,648	+10%	+$296K	0.46%	65
2017 Q3	$2.94M	Buy	46,602 +2,536	+6%	+$151K	0.45%	65
2017 Q2	$2.63M	Buy	44,066 +7,722	+21%	+$454K	0.42%	73
2017 Q1	$2.15M	Buy	36,344 +4,228	+13%	+$250K	0.37%	84
2016 Q4	$1.91M	Buy	32,116 +5,304	+20%	+$298K	0.36%	88
2016 Q3	$1.44M	Buy	26,812 +3,278	+14%	+$173K	0.29%	102
2016 Q2	$1.18M	Buy	23,534 +5,016	+27%	+$247K	0.25%	109
2016 Q1	$903K	Buy	18,518 +9,452	+104%	+$421K	0.2%	134
2015 Q4	$421K	Buy	+9,066	New	+$450K	0.1%	209

Other funds holding SLYV

GIM

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

WFP

Wrenne Financial Planning Lexington, Kentucky $296M AUM 20.61% 1-Year Est. Return

GHP Investment Advisors's SLYV Position: Q2 2026 in Review

GHP Investment Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.6% in Q2 2026, buying an estimated $302K and bringing the position to 184,716 shares worth $20.2M. The position accounts for 0.74% of the portfolio, ranked #41.

GHP Investment Advisors first reported a position in SLYV in Q4 2015 and has held it in 43 quarters since. 269 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

GHP Investment Advisors held 184,716 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $20.2M as of Q2 2026.
GHP Investment Advisors bought 2,927 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $302K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.74% of GHP Investment Advisors's portfolio in Q2 2026, its #41 holding.
GHP Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2015 and has held it in 43 quarters since.
269 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.