HFS
SLYV icon

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

Hughes 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 		$12.4K Hold
114
– – ﹤0.01% 334
2026
Q1 		$10.8K Hold
114
– – ﹤0.01% 317
2025
Q4 		$10.4K Sell
114
-3
-3% -$270 ﹤0.01% 302
2025
Q3 		$10.5K Hold
117
– – ﹤0.01% 301
2025
Q2 		$9.51K Sell
117
-101
-46% -$7.66K ﹤0.01% 314
2025
Q1 		$17.1K Buy
+218
New +$18.5K ﹤0.01% 245

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
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

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

Hughes Financial Services held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 114 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Hughes Financial Services first reported a position in SLYV in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.1K in Q1 2025. 620 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Hughes Financial Services held 114 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $12.4K as of Q2 2026.
  • Hughes Financial Services left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #334 holding.
  • Hughes Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $17.1K in Q1 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 Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.