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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
Q2 		$709K Sell
6,496
-168
-3% -$17.3K 0.12% 103
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 $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

Insight Advisors's SLYV Position: Q2 2026 in Review

Insight Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.5% in Q2 2026, selling an estimated $17.3K and leaving 6,496 shares worth $709K. The position accounts for 0.12% of the portfolio, ranked #103.

Insight Advisors first reported a position in SLYV in Q4 2020 and has held it in 23 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Insight Advisors held 6,496 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $709K as of Q2 2026.
  • Insight Advisors sold 168 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $17.3K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.12% of Insight Advisors's portfolio in Q2 2026, its #103 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 23 quarters since.
  • 617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.