Jim Saulnier & Associates’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Jim Saulnier & Associates’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	$278K	Buy	2,546 +12	+0.5%	+$1.24K	0.11%	134
2026 Q1	$240K	Buy	2,534 +11	+0.4%	+$1.06K	0.12%	127
2025 Q4	$230K	Buy	2,523 +16	+0.6%	+$1.44K	0.12%	135
2025 Q3	$222K	Buy	+2,507	New	+$214K	0.12%	130
2025 Q1	–	Sell	-2,469	Closed	-$215K	–	105
2024 Q4	$215K	Buy	2,469 +18	+0.7%	+$1.61K	0.19%	90
2024 Q3	$213K	Buy	+2,451	New	+$205K	0.21%	78

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

Jim Saulnier & Associates's SLYV Position: Q2 2026 in Review

Jim Saulnier & Associates increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.47% in Q2 2026, buying an estimated $1.24K and bringing the position to 2,546 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #134.

Jim Saulnier & Associates first reported a position in SLYV in Q3 2024 and has held it in 6 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Jim Saulnier & Associates held 2,546 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $278K as of Q2 2026.
Jim Saulnier & Associates bought 12 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $1.24K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.11% of Jim Saulnier & Associates's portfolio in Q2 2026, its #134 holding.
Jim Saulnier & Associates first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2024 and has held it in 6 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 Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.