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

Larson 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	$3.5M	Sell	32,086 -1,087	-3%	-$112K	0.09%	179
2026 Q1	$3.14M	Sell	33,173 -659	-2%	-$63.7K	0.1%	177
2025 Q4	$3.08M	Sell	33,832 -853	-2%	-$76.7K	0.1%	172
2025 Q3	$3.07M	Sell	34,685 -934	-3%	-$79.6K	0.11%	169
2025 Q2	$2.84M	Sell	35,619 -6,039	-14%	-$458K	0.11%	176
2025 Q1	$3.27M	Sell	41,658 -958	-2%	-$81.3K	0.15%	123
2024 Q4	$3.72M	Sell	42,616 -940	-2%	-$84K	0.19%	95
2024 Q3	$3.78M	Sell	43,556 -1,144	-3%	-$95.8K	0.21%	94
2024 Q2	$3.5M	Sell	44,700 -1,207	-3%	-$95.9K	0.24%	77
2024 Q1	$3.81M	Sell	45,907 -1,864	-4%	-$149K	0.29%	69
2023 Q4	$3.98M	Buy	47,771 +215	+0.5%	+$15.9K	0.35%	57
2023 Q3	$3.44M	Sell	47,556 -706	-1%	-$54.6K	0.34%	56
2023 Q2	$3.73M	Sell	48,262 -466	-1%	-$34.7K	0.37%	54
2023 Q1	$3.71M	Sell	48,728 -616	-1%	-$48.9K	0.4%	49
2022 Q4	$3.66M	Sell	49,344 -34,687	-41%	-$2.6M	0.44%	44
2022 Q3	$5.64M	Sell	84,031 -3,311	-4%	-$249K	0.8%	24
2022 Q2	$6.32M	Sell	87,342 -4,672	-5%	-$365K	1.09%	24
2022 Q1	$7.67M	Buy	92,014 +662	+0.7%	+$54.8K	1.22%	21
2021 Q4	$7.74M	Sell	91,352 -2,382	-3%	-$203K	1.23%	22
2021 Q3	$7.68M	Sell	93,734 -284	-0.3%	-$23.3K	1.52%	20
2021 Q2	$8.06M	Buy	94,018 +1,414	+2%	+$120K	1.87%	18
2021 Q1	$7.59M	Sell	92,604 -9,818	-10%	-$757K	2.24%	12
2020 Q4	$6.78M	Sell	102,422 -21,435	-17%	-$1.27M	2.31%	14
2020 Q3	$6.2M	Sell	123,857 -164,846	-57%	-$8.46M	2.55%	11
2020 Q2	$14.2M	Buy	288,703 +25,423	+10%	+$1.16M	6.74%	1
2020 Q1	$10.8M	Buy	263,280 +104,137	+65%	+$5.89M	6.73%	1
2019 Q4	$10.5M	Buy	159,143 +15,703	+11%	+$994K	6.02%	3
2019 Q3	$8.79M	Buy	143,440 +2,080	+1%	+$125K	5.74%	3
2019 Q2	$8.58M	Buy	141,360 +12,174	+9%	+$738K	6.37%	4
2019 Q1	$7.79M	Buy	129,186 +17,832	+16%	+$1.08M	6.17%	4
2018 Q4	$5.99M	Buy	111,354 +47,659	+75%	+$2.89M	5.54%	4
2018 Q3	$4.35M	Sell	63,695 -4,585	-7%	-$317K	4.97%	7
2018 Q2	$4.56M	Sell	68,280 -1,834	-3%	-$120K	5.25%	7
2018 Q1	$4.33M	Buy	70,114 +60,894	+660%	+$3.83M	5.08%	6
2017 Q4	$580K	Buy	+9,220	New	+$588K	0.49%	32

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

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

Larson Financial Group reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3.3% in Q2 2026, selling an estimated $112K and leaving 32,086 shares worth $3.5M. The position accounts for 0.09% of the portfolio, ranked #179.

Larson Financial Group first reported a position in SLYV in Q4 2017 and has held it in 35 quarters since. The position peaked at $14.2M in Q2 2020. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Larson Financial Group held 32,086 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.5M as of Q2 2026.
Larson Financial Group sold 1,087 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $112K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.09% of Larson Financial Group's portfolio in Q2 2026, its #179 holding.
Larson Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
Larson Financial Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $14.2M in Q2 2020.
618 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

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