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

Israel Englander’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 Q1	–	Sell	-3,517	Closed	-$320K	–	6327
2025 Q4	$320K	Sell	3,517 -931	-21%	-$83.7K	﹤0.01%	5227
2025 Q3	$394K	Sell	4,448 -270	-6%	-$23K	﹤0.01%	5216
2025 Q2	$376K	Buy	+4,718	New	+$358K	﹤0.01%	5073
2020 Q3	–	Sell	-4,849	Closed	-$238K	–	4784
2020 Q2	$238K	Buy	+4,849	New	+$222K	﹤0.01%	3765

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

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

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

GIM

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

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Israel Englander's SLYV Position: Q1 2026 in Review

Israel Englander sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2026, closing a stake of 3,517 shares — an estimated $320K sold.

Israel Englander first reported a position in SLYV in Q2 2020 and held it in 4 quarters. The position peaked at $394K in Q3 2025. 597 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Israel Englander reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Israel Englander sold 3,517 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $320K.
Israel Englander first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2020 and held it in 4 quarters.
Israel Englander's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $394K in Q3 2025.
597 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.