Independent Advisor Alliance’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Independent Advisor Alliance’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	$497K	Sell	4,559 -92,784	-95%	-$9.56M	0.01%	667
2026 Q1	$9.21M	Buy	97,343 +92,810	+2,047%	+$8.97M	0.1%	187
2025 Q4	$412K	Sell	4,533 -277	-6%	-$24.9K	0.01%	702
2025 Q3	$426K	Sell	4,810 -103	-2%	-$8.78K	0.01%	673
2025 Q2	$392K	Buy	4,913 +1,001	+26%	+$75.9K	0.01%	662
2025 Q1	$307K	Sell	3,912 -20,823	-84%	-$1.77M	0.01%	653
2024 Q4	$2.16M	Buy	24,735 +22,014	+809%	+$1.97M	0.03%	489
2024 Q3	$236K	Buy	2,721 +107	+4%	+$8.96K	0.01%	620
2024 Q2	$205K	Buy	+2,614	New	+$208K	0.01%	661

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

Independent Advisor Alliance's SLYV Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 95% in Q2 2026, selling an estimated $9.56M and leaving 4,559 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #667.

Independent Advisor Alliance first reported a position in SLYV in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.21M in Q1 2026. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Independent Advisor Alliance held 4,559 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $497K as of Q2 2026.
Independent Advisor Alliance sold 92,784 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $9.56M.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #667 holding.
Independent Advisor Alliance first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
Independent Advisor Alliance's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $9.21M in Q1 2026.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.