Kelly Financial Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Kelly Financial Group’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	$1.39M	Sell	12,760 -199	-2%	-$20.5K	0.31%	35
2026 Q1	$1.23M	Sell	12,959 -371	-3%	-$35.9K	0.31%	32
2025 Q4	$1.21M	Sell	13,330 -462	-3%	-$41.5K	0.31%	31
2025 Q3	$1.22M	Sell	13,792 -2,638	-16%	-$225K	0.32%	31
2025 Q2	$1.31M	Sell	16,430 -14,070	-46%	-$1.07M	0.38%	30
2025 Q1	$2.39M	Sell	30,500 -4,263	-12%	-$362K	0.75%	26
2024 Q4	$3.03M	Buy	+34,763	New	+$3.11M	1.08%	20

Other funds holding SLYV

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Arnold Financial Planning Hiawatha, Iowa $134M AUM

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return