Intelligence Driven Advisers’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Intelligence Driven Advisers’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	$399K	Hold	3,659	–	–	0.06%	91
2026 Q1	$346K	Sell	3,659 -90	-2%	-$8.7K	0.06%	87
2025 Q4	$341K	Sell	3,749 -418	-10%	-$37.6K	0.05%	95
2025 Q3	$369K	Hold	4,167	–	–	0.05%	82
2025 Q2	$332K	Hold	4,167	–	–	0.05%	80
2025 Q1	$327K	Hold	4,167	–	–	0.06%	70
2024 Q4	$364K	Buy	4,167 +89	+2%	+$7.95K	0.07%	65
2024 Q3	$354K	Sell	4,078 -90	-2%	-$7.53K	0.05%	76
2024 Q2	$326K	Buy	4,168 +90	+2%	+$7.15K	0.05%	80
2024 Q1	$338K	Sell	4,078 -100	-2%	-$8.02K	0.05%	65
2023 Q4	$329K	Sell	4,178 -55	-1%	-$4.07K	0.05%	65
2023 Q3	$296K	Buy	4,233 +313	+8%	+$24.2K	0.05%	66
2023 Q2	$296K	Sell	3,920 -127	-3%	-$9.45K	0.05%	74
2023 Q1	$300K	Sell	4,047 -7	-0.2%	-$556	0.05%	70
2022 Q4	$311K	Buy	4,054 +7	+0.2%	+$525	0.06%	74
2022 Q3	$286K	Hold	4,047	–	–	0.06%	88
2022 Q2	$290K	Hold	4,047	–	–	0.06%	85
2022 Q1	$328K	Hold	4,047	–	–	0.06%	74
2021 Q4	$331K	Sell	4,047 -101	-2%	-$8.63K	0.06%	71
2021 Q3	$349K	Buy	4,148 +101	+2%	+$8.29K	0.08%	60
2021 Q2	$347K	Buy	4,047 +127	+3%	+$10.8K	0.07%	74
2021 Q1	$321K	Sell	3,920 -625	-14%	-$48.2K	0.07%	63
2020 Q4	$301K	Buy	4,545 +412	+10%	+$24.5K	0.07%	78
2020 Q3	$207K	Sell	4,133 -44,154	-91%	-$2.27M	0.05%	74
2020 Q2	$2.37M	Buy	48,287 +665	+1%	+$30.5K	0.84%	29
2020 Q1	$1.95M	Sell	47,622 -3,662	-7%	-$207K	0.9%	27
2019 Q4	$3.37M	Buy	51,284 +2,177	+4%	+$138K	1.53%	17
2019 Q3	$3.01M	Buy	49,107 +1,609	+3%	+$96.5K	1.42%	17
2019 Q2	$2.88M	Buy	47,498 +1,853	+4%	+$112K	1.37%	20
2019 Q1	$2.75M	Buy	45,645 +1,327	+3%	+$80K	1.51%	19
2018 Q4	$2.38M	Buy	+44,318	New	+$2.69M	1.51%	21

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Intelligence Driven Advisers's SLYV Position: Q2 2026 in Review

Intelligence Driven Advisers held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 3,659 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #91.

Intelligence Driven Advisers first reported a position in SLYV in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.37M in Q4 2019. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Intelligence Driven Advisers held 3,659 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $399K as of Q2 2026.
Intelligence Driven Advisers left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.06% of Intelligence Driven Advisers's portfolio in Q2 2026, its #91 holding.
Intelligence Driven Advisers first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
Intelligence Driven Advisers's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.37M in Q4 2019.
616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.