Graney & King’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Graney & King’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	$1.21M	Sell	11,135 -849	-7%	-$87.5K	0.44%	25
2026 Q1	$1.13M	Sell	11,984 -370	-3%	-$35.8K	0.61%	23
2025 Q4	$1.12M	Sell	12,354 -749	-6%	-$67.3K	0.66%	24
2025 Q3	$1.16M	Sell	13,103 -138,490	-91%	-$11.8M	0.8%	22
2025 Q2	$12.1M	Buy	151,593 +10,094	+7%	+$766K	8.12%	4
2025 Q1	$11.1M	Buy	141,499 +5,731	+4%	+$486K	8.26%	4
2024 Q4	$11.7M	Buy	+135,768	New	+$12.1M	8.87%	4

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

Graney & King's SLYV Position: Q2 2026 in Review

Graney & King reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 7.1% in Q2 2026, selling an estimated $87.5K and leaving 11,135 shares worth $1.21M. The position accounts for 0.44% of the portfolio, ranked #25.

Graney & King first reported a position in SLYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.1M in Q2 2025. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Graney & King held 11,135 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.21M as of Q2 2026.
Graney & King sold 849 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $87.5K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.44% of Graney & King's portfolio in Q2 2026, its #25 holding.
Graney & King first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Graney & King's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $12.1M in Q2 2025.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.