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

Ignite Planners’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	$2.32M	Buy	21,213 +430	+2%	+$44.3K	0.32%	73
2026 Q1	$1.96M	Sell	20,783 -197	-0.9%	-$19K	0.3%	81
2025 Q4	$2.03M	Sell	20,980 -906	-4%	-$81.4K	0.31%	74
2025 Q3	$1.94M	Sell	21,886 -14	-0.1%	-$1.19K	0.32%	72
2025 Q2	$1.8M	Buy	21,900 +931	+4%	+$70.6K	0.31%	78
2025 Q1	$1.55M	Sell	20,969 -18	-0.1%	-$1.53K	0.3%	88
2024 Q4	$1.84M	Buy	20,987 +2,639	+14%	+$236K	0.4%	61
2024 Q3	$1.59M	Sell	18,348 -2,257	-11%	-$189K	0.36%	70
2024 Q2	$1.59M	Buy	20,605 +2,198	+12%	+$175K	0.39%	73
2024 Q1	$1.51M	Buy	18,407 +3,503	+24%	+$281K	0.42%	67
2023 Q4	$1.24M	Buy	14,904 +3,211	+27%	+$237K	0.37%	73
2023 Q3	$818K	Buy	+11,693	New	+$904K	0.25%	101

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

Ignite Planners's SLYV Position: Q2 2026 in Review

Ignite Planners increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.1% in Q2 2026, buying an estimated $44.3K and bringing the position to 21,213 shares worth $2.32M. The position accounts for 0.32% of the portfolio, ranked #73.

Ignite Planners first reported a position in SLYV in Q3 2023 and has held it in 12 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Ignite Planners held 21,213 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.32M as of Q2 2026.
Ignite Planners bought 430 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $44.3K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.32% of Ignite Planners's portfolio in Q2 2026, its #73 holding.
Ignite Planners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.