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

Invera 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 		$1.41M Buy
12,967
+1,250
+11% +$129K 0.76% 36
2026
Q1 		$1.11M Sell
11,717
-166
-1% -$16K 0.71% 45
2025
Q4 		$1.08M Sell
11,883
-243
-2% -$21.8K 0.68% 43
2025
Q3 		$1.07M Sell
12,126
-37
-0.3% -$3.15K 0.66% 47
2025
Q2 		$970K Buy
12,163
+88
+0.7% +$6.67K 0.63% 51
2025
Q1 		$947K Buy
12,075
+139
+1% +$11.8K 0.61% 58
2024
Q4 		$1.07M Buy
11,936
+224
+2% +$20K 1.06% 26
2024
Q3 		$1.08M Buy
11,712
+316
+3% +$26.5K 1.08% 28
2024
Q2 		$925K Buy
11,396
+514
+5% +$40.8K 0.95% 27
2024
Q1 		$831K Sell
10,882
-453
-4% -$36.3K 0.71% 41
2023
Q4 		$944K Buy
+11,335
New +$838K 0.59% 59

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

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

Invera Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 11% in Q2 2026, buying an estimated $129K and bringing the position to 12,967 shares worth $1.41M. The position accounts for 0.76% of the portfolio, ranked #36.

Invera Wealth Advisors first reported a position in SLYV in Q4 2023 and has held it in 11 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Invera Wealth Advisors held 12,967 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.41M as of Q2 2026.
  • Invera Wealth Advisors bought 1,250 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $129K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.76% of Invera Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Invera Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and has held it in 11 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 Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.