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

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

Kelly Financial Group's SLYV Position: Q2 2026 in Review

Kelly Financial Group reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.5% in Q2 2026, selling an estimated $20.5K and leaving 12,760 shares worth $1.39M. The position accounts for 0.31% of the portfolio, ranked #35.

Kelly Financial Group first reported a position in SLYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.03M in Q4 2024. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Kelly Financial Group held 12,760 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.39M as of Q2 2026.
Kelly Financial Group sold 199 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $20.5K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.31% of Kelly Financial Group's portfolio in Q2 2026, its #35 holding.
Kelly Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.03M in Q4 2024.
618 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.