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Highland Investment Advisors LLC’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Highland Investment Advisors LLC’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 		$22.1K Buy
+202
New +$20.8K 0.01% 268

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 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
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RA
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

Highland Investment Advisors LLC's SLYV Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 202 shares worth $22.1K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings.

546 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Highland Investment Advisors LLC held 202 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $22.1K as of Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF was a new Highland Investment Advisors LLC position in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #268 holding.
  • 546 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.