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

Interactive Financial 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	$5.62M	Buy	52,529 +742	+1%	+$76.4K	3.43%	10
2026 Q1	$4.9M	Buy	51,787 +532	+1%	+$51.4K	3.2%	9
2025 Q4	$4.66M	Sell	51,255 -3,227	-6%	-$290K	3.01%	9
2025 Q3	$4.83M	Sell	54,482 -1,606	-3%	-$137K	2.61%	9
2025 Q2	$4.47M	Sell	56,088 -1,304	-2%	-$98.9K	2.18%	13
2025 Q1	$4.5M	Buy	57,392 +2,384	+4%	+$202K	2.38%	11
2024 Q4	$4.8M	Buy	55,008 +851	+2%	+$76K	2.52%	10
2024 Q3	$4.7M	Buy	54,157 +584	+1%	+$48.9K	2.42%	11
2024 Q2	$4.2M	Buy	53,573 +541	+1%	+$43K	2.31%	14
2024 Q1	$4.4M	Buy	53,032 +39,570	+294%	+$3.17M	2.43%	11
2023 Q4	$583K	Sell	13,462 -47,592	-78%	-$3.52M	0.31%	48
2023 Q3	$4.42M	Buy	61,054 +28,880	+90%	+$2.23M	2.98%	8
2023 Q2	$2.48M	Buy	+32,174	New	+$2.39M	1.69%	17

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

Interactive Financial Advisors's SLYV Position: Q2 2026 in Review

Interactive Financial Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.4% in Q2 2026, buying an estimated $76.4K and bringing the position to 52,529 shares worth $5.62M. The position accounts for 3.43% of the portfolio, ranked #10.

Interactive Financial Advisors first reported a position in SLYV in Q2 2023 and has held it in 13 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Interactive Financial Advisors held 52,529 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $5.62M as of Q2 2026.
Interactive Financial Advisors bought 742 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $76.4K.
State Street SPDR S&P 600 Small Cap Value ETF made up 3.43% of Interactive Financial Advisors's portfolio in Q2 2026, its #10 holding.
Interactive Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.