Janney Montgomery Scott’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Janney Montgomery Scott’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	$4.12M	Buy	37,771 +4,572	+14%	+$471K	0.01%	1077
2026 Q1	$3.14M	Buy	+33,199	New	+$3.21M	0.01%	1055
2024 Q3	–	Sell	-33,350	Closed	-$2.61M	–	2831
2024 Q2	$2.61M	Sell	33,350 -5,456	-14%	-$433K	0.01%	975
2024 Q1	$3.22M	Sell	38,806 -87	-0.2%	-$6.97K	0.01%	935
2023 Q4	$3.24M	Sell	38,893 -201	-0.5%	-$14.9K	0.01%	902
2023 Q3	$2.83M	Sell	39,094 -9,632	-20%	-$744K	0.01%	886
2023 Q2	$3.76M	Buy	48,726 +376	+0.8%	+$28K	0.01%	808
2023 Q1	$3.68M	Buy	48,350 +12,122	+33%	+$963K	0.02%	731
2022 Q4	$2.69M	Sell	36,228 -703	-2%	-$52.7K	0.01%	890
2022 Q3	$2.48M	Sell	36,931 -37,343	-50%	-$2.81M	0.01%	875
2022 Q2	$5.43M	Buy	74,274 +2,407	+3%	+$188K	0.02%	575
2022 Q1	$5.99M	Buy	71,867 +23,767	+49%	+$1.97M	0.03%	543
2021 Q4	$4.08M	Sell	48,100 -36	-0.1%	-$3.08K	0.02%	687
2021 Q3	$3.94M	Sell	48,136 -7,462	-13%	-$613K	0.02%	688
2021 Q2	$4.76M	Sell	55,598 -53	-0.1%	-$4.51K	0.02%	601
2021 Q1	$4.56M	Buy	55,651 +1,692	+3%	+$130K	0.02%	588
2020 Q4	$3.57M	Buy	+53,959	New	+$3.21M	0.02%	644
2020 Q2	–	Sell	-6,962	Closed	-$284K	–	2062
2020 Q1	$284K	Buy	6,962 +35	+0.5%	+$1.98K	﹤0.01%	1512
2019 Q4	$455K	Buy	6,927 +55	+0.8%	+$3.48K	﹤0.01%	1467
2019 Q3	$421K	Buy	+6,872	New	+$412K	﹤0.01%	1491

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

Janney Montgomery Scott's SLYV Position: Q2 2026 in Review

Janney Montgomery Scott increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 14% in Q2 2026, buying an estimated $471K and bringing the position to 37,771 shares worth $4.12M. The position accounts for 0.01% of the portfolio, ranked #1077.

Janney Montgomery Scott first reported a position in SLYV in Q3 2019 and has held it in 20 quarters since. The position peaked at $5.99M in Q1 2022. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Janney Montgomery Scott held 37,771 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $4.12M as of Q2 2026.
Janney Montgomery Scott bought 4,572 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $471K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1077 holding.
Janney Montgomery Scott first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2019 and has held it in 20 quarters since.
Janney Montgomery Scott's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $5.99M in Q1 2022.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.