Gladstone Institutional Advisory’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Gladstone Institutional Advisory’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	$4.48M	Buy	41,022 +5,009	+14%	+$516K	0.14%	158
2026 Q1	$3.41M	Buy	36,013 +2,096	+6%	+$203K	0.13%	179
2025 Q4	$3.09M	Buy	33,917 +431	+1%	+$38.7K	0.12%	189
2025 Q3	$2.97M	Buy	33,486 +658	+2%	+$56.1K	0.11%	188
2025 Q2	$2.62M	Buy	32,828 +1,556	+5%	+$118K	0.11%	200
2025 Q1	$2.45M	Buy	31,272 +376	+1%	+$31.9K	0.11%	193
2024 Q4	$2.7M	Sell	30,896 -1,481	-5%	-$132K	0.13%	181
2024 Q3	$2.81M	Sell	32,377 -403	-1%	-$33.7K	0.14%	177
2024 Q2	$2.57M	Sell	32,780 -2,632	-7%	-$209K	0.13%	182
2024 Q1	$2.94M	Sell	35,412 -570	-2%	-$45.7K	0.16%	164
2023 Q4	$3M	Buy	35,982 +1,163	+3%	+$86K	0.17%	154
2023 Q3	$2.52M	Buy	34,819 +1,837	+6%	+$142K	0.16%	163
2023 Q2	$2.55M	Buy	32,982 +22	+0.1%	+$1.64K	0.16%	166
2023 Q1	$2.51M	Sell	32,960 -1,071	-3%	-$85.1K	0.16%	170
2022 Q4	$2.53M	Sell	34,031 -283	-0.8%	-$21.2K	0.18%	164
2022 Q3	$2.3M	Sell	34,314 -6,453	-16%	-$485K	0.18%	142
2022 Q2	$2.95M	Sell	40,767 -1,735	-4%	-$135K	0.23%	106
2022 Q1	$3.54M	Sell	42,502 -23	-0.1%	-$1.9K	0.24%	112
2021 Q4	$3.6M	Buy	42,525 +4,608	+12%	+$394K	0.28%	102
2021 Q3	$3.11M	Buy	37,917 +809	+2%	+$66.4K	0.3%	88
2021 Q2	$3.18M	Sell	37,108 -6,010	-14%	-$512K	0.38%	68
2021 Q1	$3.54M	Sell	43,118 -772	-2%	-$59.5K	0.55%	51
2020 Q4	$2.9M	Buy	43,890 +1,406	+3%	+$83.5K	0.58%	45
2020 Q3	$2.13M	Sell	42,484 -1,082	-2%	-$55.5K	0.51%	43
2020 Q2	$2.14M	Sell	43,566 -23,484	-35%	-$1.08M	0.54%	43
2020 Q1	$2.74M	Buy	67,050 +16,221	+32%	+$918K	0.71%	32
2019 Q4	$3.34M	Buy	50,829 +866	+2%	+$54.8K	0.82%	30
2019 Q3	$3.06M	Buy	49,963 +1,122	+2%	+$67.3K	0.78%	32
2019 Q2	$2.96M	Buy	48,841 +5,500	+13%	+$333K	0.9%	25
2019 Q1	$2.61M	Buy	+43,341	New	+$2.61M	0.96%	29

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

Gladstone Institutional Advisory's SLYV Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 14% in Q2 2026, buying an estimated $516K and bringing the position to 41,022 shares worth $4.48M. The position accounts for 0.14% of the portfolio, ranked #158.

Gladstone Institutional Advisory first reported a position in SLYV in Q1 2019 and has held it in 30 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Gladstone Institutional Advisory held 41,022 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $4.48M as of Q2 2026.
Gladstone Institutional Advisory bought 5,009 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $516K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.14% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #158 holding.
Gladstone Institutional Advisory first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.