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

Inspirion Wealth 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	$1.86M	Sell	17,117 -952	-5%	-$98.1K	0.21%	45
2026 Q1	$1.71M	Sell	18,069 -118	-0.6%	-$11.4K	0.21%	46
2025 Q4	$1.65M	Sell	18,187 -3,689	-17%	-$331K	0.2%	51
2025 Q3	$1.9M	Buy	21,876 +760	+4%	+$64.8K	0.27%	39
2025 Q2	$1.68M	Sell	21,116 -306	-1%	-$23.2K	0.22%	42
2025 Q1	$1.68M	Sell	21,422 -2,508	-10%	-$213K	0.23%	41
2024 Q4	$2.08M	Buy	23,930 +2,054	+9%	+$184K	0.29%	35
2024 Q3	$1.9M	Sell	21,876 -1,279	-6%	-$107K	0.27%	39
2024 Q2	$1.81M	Sell	23,155 -100	-0.4%	-$7.94K	0.28%	38
2024 Q1	$1.93M	Hold	23,255	–	–	0.32%	37
2023 Q4	$1.93M	Sell	23,255 -6,656	-22%	-$492K	0.35%	39
2023 Q3	$2.16M	Buy	29,911 +365	+1%	+$28.2K	0.42%	32
2023 Q2	$2.28M	Buy	29,546 +261	+0.9%	+$19.4K	0.44%	29
2023 Q1	$2.23M	Sell	29,285 -2,636	-8%	-$209K	0.45%	29
2022 Q4	$2.37M	Buy	31,921 +4,829	+18%	+$362K	0.5%	30
2022 Q3	$1.82M	Sell	27,092 -3,563	-12%	-$268K	0.41%	32
2022 Q2	$2.22M	Buy	30,655 +13,445	+78%	+$1.05M	0.49%	29
2022 Q1	$1.43M	Buy	17,210 +1,259	+8%	+$104K	0.29%	35
2021 Q4	$1.35M	Sell	15,951 -695	-4%	-$59.4K	0.28%	36
2021 Q3	$1.36M	Hold	16,646	–	–	0.31%	33
2021 Q2	$1.43M	Buy	16,646 +20	+0.1%	+$1.7K	0.35%	30
2021 Q1	$1.36M	Sell	16,626 -214	-1%	-$16.5K	0.36%	30
2020 Q4	$1.11M	Hold	16,840	–	–	0.31%	27
2020 Q3	$844K	Buy	+16,840	New	+$864K	0.29%	31

Other funds holding SLYV

GIM

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

WFP

Wrenne Financial Planning Lexington, Kentucky $296M AUM 20.61% 1-Year Est. Return

Inspirion Wealth Advisors's SLYV Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 5.3% in Q2 2026, selling an estimated $98.1K and leaving 17,117 shares worth $1.86M. The position accounts for 0.21% of the portfolio, ranked #45.

Inspirion Wealth Advisors first reported a position in SLYV in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.37M in Q4 2022. 297 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Inspirion Wealth Advisors held 17,117 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.86M as of Q2 2026.
Inspirion Wealth Advisors sold 952 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $98.1K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.21% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Inspirion Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2020 and has held it in 24 quarters since.
Inspirion Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2.37M in Q4 2022.
297 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.