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

HUB Investment Partners’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	$397K	Sell	3,639 -94	-3%	-$9.68K	0.01%	840
2026 Q1	$353K	Sell	3,733 -1,039	-22%	-$100K	0.01%	723
2025 Q4	$434K	Buy	4,772 +437	+10%	+$39.3K	0.01%	529
2025 Q3	$384K	Buy	4,335 +22	+0.5%	+$1.87K	0.01%	474
2025 Q2	$344K	Buy	4,313 +24	+0.6%	+$1.82K	0.01%	479
2025 Q1	$336K	Hold	4,289	–	–	0.01%	418
2024 Q4	$374K	Buy	4,289 +32	+0.8%	+$2.86K	0.02%	356
2024 Q3	$370K	Buy	4,257 +23	+0.5%	+$1.93K	0.02%	344
2024 Q2	$332K	Buy	4,234 +28	+0.7%	+$2.22K	0.01%	349
2024 Q1	$349K	Buy	+4,206	New	+$337K	0.02%	333

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

HUB Investment Partners's SLYV Position: Q2 2026 in Review

HUB Investment Partners reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.5% in Q2 2026, selling an estimated $9.68K and leaving 3,639 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #840.

HUB Investment Partners first reported a position in SLYV in Q1 2024 and has held it in 10 quarters since. The position peaked at $434K in Q4 2025. 620 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

HUB Investment Partners held 3,639 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $397K as of Q2 2026.
HUB Investment Partners sold 94 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $9.68K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #840 holding.
HUB Investment Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
HUB Investment Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $434K in Q4 2025.
620 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.