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

IFG Advisory’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	$4.45M	Buy	+40,806	New	+$4.2M	0.16%	168
2026 Q1	–	Sell	-25,744	Closed	-$2.34M	–	784
2025 Q4	$2.34M	Buy	25,744 +2,534	+11%	+$228K	0.1%	223
2025 Q3	$2.06M	Buy	23,210 +1,684	+8%	+$143K	0.09%	233
2025 Q2	$1.72M	Buy	21,526 +1,882	+10%	+$143K	0.09%	250
2025 Q1	$1.54M	Buy	19,644 +15,719	+400%	+$1.33M	0.09%	247
2024 Q4	$342K	Buy	+3,925	New	+$351K	0.02%	505
2024 Q3	–	Sell	-3,898	Closed	-$305K	–	574
2024 Q2	$305K	Buy	+3,898	New	+$310K	0.02%	512
2024 Q1	–	Sell	-3,865	Closed	-$322K	–	537
2023 Q4	$322K	Sell	3,865 -201	-5%	-$14.9K	0.02%	466
2023 Q3	$294K	Buy	+4,066	New	+$314K	0.02%	441
2023 Q2	–	Sell	-4,012	Closed	-$306K	–	462
2023 Q1	$306K	Buy	4,012 +10	+0.2%	+$795	0.03%	401
2022 Q4	$297K	Sell	4,002 -894	-18%	-$67.1K	0.03%	402
2022 Q3	$328K	Buy	4,896 +623	+15%	+$46.9K	0.03%	392
2022 Q2	$309K	Buy	4,273 +9	+0.2%	+$703	0.03%	371
2022 Q1	$355K	Buy	4,264 +202	+5%	+$16.7K	0.04%	369
2021 Q4	$344K	Buy	4,062 +141	+4%	+$12K	0.03%	382
2021 Q3	$321K	Buy	3,921 +6	+0.2%	+$493	0.03%	392
2021 Q2	$335K	Buy	3,915 +407	+12%	+$34.6K	0.04%	368
2021 Q1	$287K	Buy	3,508 +294	+9%	+$22.7K	0.04%	403
2020 Q4	$212K	Buy	+3,214	New	+$191K	0.03%	432

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

IFG Advisory's SLYV Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 40,806 shares worth $4.45M. The stake represents 0.16% of the portfolio and ranks #168 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SLYV as recently as Q4 2025.

IFG Advisory first reported a position in SLYV in Q4 2020 and has held it in 19 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

IFG Advisory held 40,806 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $4.45M as of Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF was a new IFG Advisory position in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.16% of IFG Advisory's portfolio in Q2 2026, its #168 holding.
IFG Advisory first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and has held it in 19 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.