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

IFS Group’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	–	Sell	-4,171	Closed	-$394K	–	128
2026 Q1	$394K	Buy	+4,171	New	+$403K	0.35%	84
2025 Q3	$398K	Buy	+4,459	New	+$380K	0.35%	77

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

IFS Group's SLYV Position: Q2 2026 in Review

IFS Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026, closing a stake of 4,171 shares — an estimated $394K sold.

IFS Group first reported a position in SLYV in Q3 2025 and held it in 2 quarters. The position peaked at $398K in Q3 2025. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

IFS Group reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
IFS Group sold 4,171 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $394K.
IFS Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2025 and held it in 2 quarters.
IFS Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $398K in Q3 2025.
616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.