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

Independent Financial 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 		$884K Sell
8,105
-85
-1% -$8.76K 0.02% 744
2026
Q1 		$775K Sell
8,190
-117
-1% -$11.3K 0.02% 718
2025
Q4 		$756K Sell
8,307
-161
-2% -$14.5K 0.02% 726
2025
Q3 		$751K Buy
8,468
+256
+3% +$21.8K 0.02% 699
2025
Q2 		$655K Buy
8,212
+1,927
+31% +$146K 0.02% 677
2025
Q1 		$493K Sell
6,285
-47
-0.7% -$3.99K 0.02% 715
2024
Q4 		$552K Sell
6,332
-573
-8% -$51.2K 0.02% 656
2024
Q3 		$600K Buy
6,905
+100
+1% +$8.37K 0.02% 592
2024
Q2 		$533K Sell
6,805
-64
-0.9% -$5.08K 0.02% 584
2024
Q1 		$570K Buy
6,869
+674
+11% +$54K 0.03% 546
2023
Q4 		$516K Buy
6,195
+842
+16% +$62.3K 0.03% 543
2023
Q3 		$387K Sell
5,353
-384
-7% -$29.7K 0.03% 566
2023
Q2 		$443K Buy
5,737
+46
+0.8% +$3.42K 0.03% 504
2023
Q1 		$434K Sell
5,691
-930
-14% -$73.9K 0.03% 489
2022
Q4 		$491K Sell
6,621
-140
-2% -$10.5K 0.04% 424
2022
Q3 		$454K Buy
6,761
+646
+11% +$48.6K 0.04% 419
2022
Q2 		$443K Sell
6,115
-145
-2% -$11.3K 0.05% 411
2022
Q1 		$522K Buy
6,260
+355
+6% +$29.4K 0.04% 419
2021
Q4 		$500K Sell
5,905
-184
-3% -$15.7K 0.04% 423
2021
Q3 		$499K Sell
6,089
-1,394
-19% -$114K 0.05% 368
2021
Q2 		$641K Sell
7,483
-342
-4% -$29.1K 0.07% 305
2021
Q1 		$642K Sell
7,825
-358
-4% -$27.6K 0.08% 264
2020
Q4 		$542K Buy
8,183
+610
+8% +$36.2K 0.08% 288
2020
Q3 		$379K Buy
7,573
+137
+2% +$7.03K 0.07% 303
2020
Q2 		$365K Buy
7,436
+161
+2% +$7.37K 0.08% 274
2020
Q1 		$297K Buy
+7,275
New +$412K 0.09% 257

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
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 Financial Group's SLYV Position: Q2 2026 in Review

Independent Financial Group reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1% in Q2 2026, selling an estimated $8.76K and leaving 8,105 shares worth $884K. The position accounts for 0.02% of the portfolio, ranked #744.

Independent Financial Group first reported a position in SLYV in Q1 2020 and has held it in 26 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Independent Financial Group held 8,105 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $884K as of Q2 2026.
  • Independent Financial Group sold 85 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $8.76K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #744 holding.
  • Independent Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2020 and has held it in 26 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.