Indie Asset Partners’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Indie Asset Partners’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 Q1	$2.04M	Sell	21,598 -488	-2%	-$47.2K	2.33%	11
2025 Q4	$2.01M	Sell	22,086 -1,616	-7%	-$145K	2.24%	12
2025 Q3	$2.1M	Sell	23,702 -1,982	-8%	-$169K	2.8%	9
2025 Q2	$2.05M	Sell	25,684 -5,823	-18%	-$442K	3.73%	7
2025 Q1	$2.47M	Sell	31,507 -20	-0.1%	-$1.7K	2.14%	6
2024 Q4	$2.75M	Sell	31,527 -422	-1%	-$37.7K	2.16%	5
2024 Q3	$2.77M	Sell	31,949 -20	-0.1%	-$1.67K	2.08%	5
2024 Q2	$2.5M	Sell	31,969 -1,260	-4%	-$100K	1.99%	5
2024 Q1	$2.76M	Buy	33,229 +2,031	+7%	+$163K	2.45%	4
2023 Q4	$2.6M	Buy	31,198 +3,087	+11%	+$228K	2.35%	6
2023 Q3	$2.03M	Sell	28,111 -105	-0.4%	-$8.11K	2.05%	8
2023 Q2	$2.18M	Buy	28,216 +6,950	+33%	+$517K	2.37%	6
2023 Q1	$1.62M	Sell	21,266 -2,450	-10%	-$195K	1.89%	7
2022 Q4	$1.76M	Sell	23,716 -3,050	-11%	-$229K	1.93%	6
2022 Q3	$1.8M	Sell	26,766 -1,010	-4%	-$76K	1.84%	8
2022 Q2	$2.01M	Sell	27,776 -2,365	-8%	-$185K	1.78%	7
2022 Q1	$2.51M	Sell	30,141 -4,800	-14%	-$397K	1.89%	7
2021 Q4	$2.96M	Sell	34,941 -3,900	-10%	-$333K	2.15%	6
2021 Q3	$3.18M	Sell	38,841 -1,225	-3%	-$101K	2.58%	5
2021 Q2	$3.43M	Sell	40,066 -2,100	-5%	-$179K	2.78%	5
2021 Q1	$3.46M	Sell	42,166 -15,100	-26%	-$1.16M	3.93%	3
2020 Q4	$3.79M	Sell	57,266 -1,385	-2%	-$82.3K	4.41%	4
2020 Q3	$2.94M	Buy	+58,651	New	+$3.01M	3.68%	4

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Indie Asset Partners's SLYV Position: Q1 2026 in Review

Indie Asset Partners reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.2% in Q1 2026, selling an estimated $47.2K and leaving 21,598 shares worth $2.04M. The position accounts for 2.33% of the portfolio, ranked #11.

Indie Asset Partners first reported a position in SLYV in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.79M in Q4 2020. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Indie Asset Partners held 21,598 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.04M as of Q1 2026.
Indie Asset Partners sold 488 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $47.2K.
State Street SPDR S&P 600 Small Cap Value ETF made up 2.33% of Indie Asset Partners's portfolio in Q1 2026, its #11 holding.
Indie Asset Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2020 and has held it in 23 quarters since.
Indie Asset Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.79M in Q4 2020.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.