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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
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
NP
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Larson Financial Group's SLYV Position: Q1 2026 in Review

Larson Financial Group reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.9% in Q1 2026, selling an estimated $63.7K and leaving 33,173 shares worth $3.14M. The position accounts for 0.1% of the portfolio, ranked #177.

Larson Financial Group first reported a position in SLYV in Q4 2017 and has held it in 34 quarters since. The position peaked at $14.2M in Q2 2020. 596 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • Larson Financial Group held 33,173 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.14M as of Q1 2026.
  • Larson Financial Group sold 659 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $63.7K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.1% of Larson Financial Group's portfolio in Q1 2026, its #177 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 34 quarters since.
  • Larson Financial Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $14.2M in Q2 2020.
  • 596 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.