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 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 $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jim Saulnier & Associates's SLYV Position: Q1 2026 in Review

Jim Saulnier & Associates increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.44% in Q1 2026, buying an estimated $1.06K and bringing the position to 2,534 shares worth $240K. The position accounts for 0.12% of the portfolio, ranked #127.

Jim Saulnier & Associates first reported a position in SLYV in Q3 2024 and has held it in 5 quarters since. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Jim Saulnier & Associates held 2,534 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $240K as of Q1 2026.
Jim Saulnier & Associates bought 11 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $1.06K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.12% of Jim Saulnier & Associates's portfolio in Q1 2026, its #127 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 5 quarters since.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.