IA
SLYV icon

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

Insight Advisors’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 		$630K Buy
6,664
+56
+0.8% +$5.41K 0.12% 117
2025
Q4 		$601K Sell
6,608
-56
-0.8% -$5.03K 0.09% 142
2025
Q3 		$591K Buy
6,664
+180
+3% +$15.3K 0.09% 141
2025
Q2 		$517K Sell
6,484
-64
-1% -$4.86K 0.08% 153
2025
Q1 		$513K Buy
6,548
+568
+9% +$48.2K 0.09% 143
2024
Q4 		$520K Sell
5,980
-268
-4% -$23.9K 0.09% 153
2024
Q3 		$542K Buy
6,248
+230
+4% +$19.3K 0.09% 150
2024
Q2 		$471K Buy
6,018
+434
+8% +$34.5K 0.09% 161
2024
Q1 		$463K Sell
5,584
-288
-5% -$23.1K 0.09% 171
2023
Q4 		$489K Buy
5,872
+251
+4% +$18.6K 0.1% 145
2023
Q3 		$407K Buy
5,621
+22
+0.4% +$1.7K 0.09% 160
2023
Q2 		$432K Sell
5,599
-36
-0.6% -$2.68K 0.1% 159
2023
Q1 		$429K Buy
5,635
+14
+0.2% +$1.11K 0.1% 173
2022
Q4 		$417K Buy
5,621
+747
+15% +$56K 0.15% 191
2022
Q3 		$327K Sell
4,874
-664
-12% -$49.9K 0.13% 199
2022
Q2 		$431K Sell
5,538
-247
-4% -$19.3K 0.15% 178
2022
Q1 		$482K Sell
5,785
-488
-8% -$40.4K 0.14% 180
2021
Q4 		$531K Sell
6,273
-17
-0.3% -$1.45K 0.16% 161
2021
Q3 		$554K Sell
6,290
-146
-2% -$12K 0.17% 155
2021
Q2 		$524K Sell
6,436
-1,880
-23% -$160K 0.16% 160
2021
Q1 		$693K Sell
8,316
-1,081
-12% -$83.3K 0.22% 119
2020
Q4 		$622K Buy
+9,397
New +$558K 0.24% 112

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
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
NP
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Insight Advisors's SLYV Position: Q1 2026 in Review

Insight Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.85% in Q1 2026, buying an estimated $5.41K and bringing the position to 6,664 shares worth $630K. The position accounts for 0.12% of the portfolio, ranked #117.

Insight Advisors first reported a position in SLYV in Q4 2020 and has held it in 22 quarters since. The position peaked at $693K in Q1 2021. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • Insight Advisors held 6,664 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $630K as of Q1 2026.
  • Insight Advisors bought 56 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $5.41K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.12% of Insight Advisors's portfolio in Q1 2026, its #117 holding.
  • Insight Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $693K in Q1 2021.
  • 595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.