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

IFP Advisors’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	$67.5K	Sell	619 -2,009	-76%	-$207K	﹤0.01%	2216
2026 Q1	$249K	Sell	2,628 -288	-10%	-$27.8K	0.01%	1275
2025 Q4	$265K	Sell	2,916 -156	-5%	-$14K	0.01%	1227
2025 Q3	$272K	Buy	3,072 +23	+0.8%	+$1.96K	0.01%	1143
2025 Q2	$243K	Buy	3,049 +2,513	+469%	+$191K	0.01%	1176
2025 Q1	$42K	Buy	536 +28	+6%	+$2.38K	﹤0.01%	1973
2024 Q4	$44.3K	Sell	508 -1	-0.2%	-$89	﹤0.01%	1882
2024 Q3	$44.2K	Buy	509 +2	+0.4%	+$167	﹤0.01%	1789
2024 Q2	$39.7K	Sell	507 -165	-25%	-$13.1K	﹤0.01%	1768
2024 Q1	$55.8K	Sell	672 -3,819	-85%	-$306K	﹤0.01%	1545
2023 Q4	$374K	Sell	4,491 -9,170	-67%	-$678K	0.02%	681
2023 Q3	$989K	Sell	13,661 -18,326	-57%	-$1.42M	0.04%	394
2023 Q2	$2.47M	Sell	31,987 -1,515	-5%	-$113K	0.1%	209
2023 Q1	$4.48M	Sell	33,502 -5,952	-15%	-$473K	0.2%	103
2022 Q4	$5.28M	Sell	39,454 -1,545	-4%	-$116K	0.14%	136
2022 Q3	$5.49M	Buy	40,999 +1,216	+3%	+$91.5K	0.14%	146
2022 Q2	$5.33M	Hold	39,783	–	–	0.17%	129
2022 Q1	$5.33M	Buy	39,783 +9,519	+31%	+$788K	0.17%	129
2021 Q4	$2.57M	Buy	30,264 +727	+2%	+$62.1K	0.05%	207
2021 Q3	$2.42M	Buy	29,537 +4,438	+18%	+$364K	0.05%	222
2021 Q2	$2.15M	Buy	25,099 +5,464	+28%	+$465K	0.04%	230
2021 Q1	$1.61M	Sell	19,635 -2,222	-10%	-$171K	0.03%	273
2020 Q4	$1.45M	Buy	21,857 +4,032	+23%	+$240K	0.06%	265
2020 Q3	$896K	Sell	17,825 -14,798	-45%	-$759K	0.05%	310
2020 Q2	$1.57M	Sell	32,623 -12,278	-27%	-$562K	0.12%	175
2020 Q1	$1.87M	Sell	44,901 -180	-0.4%	-$10.2K	0.19%	124
2019 Q4	$2.96M	Buy	45,081 +11,061	+33%	+$700K	0.22%	100
2019 Q3	$2.09M	Buy	+34,020	New	+$2.04M	0.14%	160
2019 Q1	$36K	Sell	600 -23,622	-98%	-$1.42M	﹤0.01%	1107
2018 Q4	$1.3M	Buy	24,222 +3,651	+18%	+$222K	0.08%	280
2018 Q3	$1.4M	Buy	20,571 +15,316	+291%	+$1.06M	0.06%	339
2018 Q2	$351K	Buy	5,255 +2,683	+104%	+$176K	0.01%	817
2018 Q1	$162K	Hold	2,572	–	–	0.01%	1093
2017 Q4	$162K	Sell	2,572 -258	-9%	-$16.4K	0.01%	1100
2017 Q3	$179K	Sell	2,830 -674	-19%	-$40K	0.01%	1206
2017 Q2	$209K	Sell	3,504 -11,150	-76%	-$656K	0.01%	1106
2017 Q1	$865K	Buy	14,654 +1,556	+12%	+$92.2K	0.04%	469
2016 Q4	$779K	Sell	13,098 -280	-2%	-$15.7K	0.04%	459
2016 Q3	$717K	Buy	13,378 +1,226	+10%	+$64.6K	0.04%	456
2016 Q2	$608K	Buy	12,152 +10,952	+913%	+$540K	0.03%	485
2016 Q1	$36K	Sell	1,200 -12,110	-91%	-$540K	﹤0.01%	1107
2015 Q4	$618K	Buy	+13,310	New	+$661K	0.04%	434

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

IFP Advisors's SLYV Position: Q2 2026 in Review

IFP Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 76% in Q2 2026, selling an estimated $207K and leaving 619 shares worth $67.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

IFP Advisors first reported a position in SLYV in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.49M in Q3 2022. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

IFP Advisors held 619 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $67.5K as of Q2 2026.
IFP Advisors sold 2,009 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $207K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2216 holding.
IFP Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $5.49M in Q3 2022.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.