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

Intrua Financial’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	$495K	Buy	4,535 +189	+4%	+$19.5K	0.05%	284
2026 Q1	$411K	Sell	4,346 -253	-6%	-$24.5K	0.04%	304
2025 Q4	$418K	Buy	4,599 +38	+0.8%	+$3.42K	0.04%	295
2025 Q3	$404K	Buy	+4,561	New	+$389K	0.04%	301

Other funds holding SLYV

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 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

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

Intrua Financial's SLYV Position: Q2 2026 in Review

Intrua Financial increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4.3% in Q2 2026, buying an estimated $19.5K and bringing the position to 4,535 shares worth $495K. The position accounts for 0.05% of the portfolio, ranked #284.

Intrua Financial first reported a position in SLYV in Q3 2025 and has held it in 4 quarters since. 377 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Intrua Financial held 4,535 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $495K as of Q2 2026.
Intrua Financial bought 189 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $19.5K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.05% of Intrua Financial's portfolio in Q2 2026, its #284 holding.
Intrua Financial first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
377 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.