Howard Financial Services’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Howard Financial 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	$372K	Sell	3,408 -1,078	-24%	-$111K	0.04%	170
2026 Q1	$424K	Sell	4,486 -626	-12%	-$60.5K	0.05%	141
2025 Q4	$465K	Sell	5,112 -279	-5%	-$25.1K	0.05%	119
2025 Q3	$478K	Sell	5,391 -30	-0.6%	-$2.56K	0.06%	114
2025 Q2	$432K	Buy	5,421 +6	+0.1%	+$455	0.06%	115
2025 Q1	$425K	Buy	5,415 +6	+0.1%	+$509	0.06%	114
2024 Q4	$472K	Buy	5,409 +9	+0.2%	+$804	0.06%	105
2024 Q3	$469K	Buy	5,400 +14	+0.3%	+$1.17K	0.07%	97
2024 Q2	$422K	Buy	5,386 +3	+0.1%	+$238	0.07%	96
2024 Q1	$447K	Buy	5,383 +4	+0.1%	+$321	0.08%	95
2023 Q4	$448K	Sell	5,379 -112	-2%	-$8.28K	0.09%	91
2023 Q3	$397K	Buy	5,491 +4	+0.1%	+$309	0.09%	91
2023 Q2	$424K	Buy	5,487 +5	+0.1%	+$372	0.1%	86
2023 Q1	$418K	Buy	5,482 +4	+0.1%	+$318	0.1%	83
2022 Q4	$407K	Buy	5,478 +590	+12%	+$44.3K	0.11%	84
2022 Q3	$328K	Buy	4,888 +1	+0%	+$75	0.11%	89
2022 Q2	$354K	Hold	4,887	–	–	0.12%	79
2022 Q1	$407K	Sell	4,887 -393	-7%	-$32.5K	0.12%	73
2021 Q4	$447K	Sell	5,280 -181	-3%	-$15.5K	0.13%	67
2021 Q3	$448K	Buy	5,461 +3	+0.1%	+$246	0.17%	62
2021 Q2	$468K	Buy	5,458 +4	+0.1%	+$340	0.18%	62
2021 Q1	$447K	Sell	5,454 -387	-7%	-$29.8K	0.2%	58
2020 Q4	$387K	Sell	5,841 -1,745	-23%	-$104K	0.2%	59
2020 Q3	$380K	Sell	7,586 -1,568	-17%	-$80.4K	0.25%	52
2020 Q2	$450K	Sell	9,154 -1,383	-13%	-$63.3K	0.32%	44
2020 Q1	$431K	Sell	10,537 -16,862	-62%	-$954K	0.38%	41
2019 Q4	$1.8M	Sell	27,399 -8,842	-24%	-$560K	1.11%	19
2019 Q3	$2.22M	Sell	36,241 -7,713	-18%	-$462K	1.47%	14
2019 Q2	$2.67M	Sell	43,954 -10,873	-20%	-$659K	1.82%	15
2019 Q1	$3.31M	Sell	54,827 -38,543	-41%	-$2.32M	2.34%	12
2018 Q4	$5.03M	Buy	+93,370	New	+$5.67M	3.86%	7

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Howard Financial Services's SLYV Position: Q2 2026 in Review

Howard Financial Services reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 24% in Q2 2026, selling an estimated $111K and leaving 3,408 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #170.

Howard Financial Services first reported a position in SLYV in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.03M in Q4 2018. 239 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Howard Financial Services held 3,408 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $372K as of Q2 2026.
Howard Financial Services sold 1,078 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $111K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of Howard Financial Services's portfolio in Q2 2026, its #170 holding.
Howard Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
Howard Financial Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $5.03M in Q4 2018.
239 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.