LA
SLYV icon

LexAurum Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

LexAurum Advisors’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 		$787K Sell
7,214
-44
-0.6% -$4.53K 0.09% 178
2026
Q1 		$686K Buy
+7,258
New +$702K 0.09% 171
2025
Q3 		$723K Sell
8,159
-58
-0.7% -$4.94K 0.1% 156
2025
Q2 		$655K Buy
8,217
+489
+6% +$37.1K 0.1% 162
2025
Q1 		$606K Sell
7,728
-1,004
-11% -$85.2K 0.12% 162
2024
Q4 		$762K Buy
8,732
+866
+11% +$77.4K 0.15% 129
2024
Q3 		$683K Sell
7,866
-1,491
-16% -$125K 0.15% 127
2024
Q2 		$733K Buy
9,357
+180
+2% +$14.3K 0.18% 115
2024
Q1 		$761K Buy
9,177
+273
+3% +$21.9K 0.19% 111
2023
Q4 		$742K Sell
8,904
-631
-7% -$46.7K 0.19% 115
2023
Q3 		$690K Sell
9,535
-82
-0.9% -$6.34K 0.2% 110
2023
Q2 		$742K Buy
9,617
+144
+2% +$10.7K 0.22% 100
2023
Q1 		$722K Buy
9,473
+8
+0.1% +$636 0.24% 95
2022
Q4 		$702K Sell
9,465
-168
-2% -$12.6K 0.25% 90
2022
Q3 		$647K Sell
9,633
-45
-0.5% -$3.38K 0.25% 89
2022
Q2 		$701K Buy
9,678
+268
+3% +$20.9K 0.26% 82
2022
Q1 		$784K Sell
9,410
-154
-2% -$12.8K 0.26% 85
2021
Q4 		$810K Sell
9,564
-370
-4% -$31.6K 0.26% 81
2021
Q3 		$814K Buy
9,934
+84
+0.9% +$6.9K 0.24% 103
2021
Q2 		$844K Buy
9,850
+1,134
+13% +$96.5K 0.25% 98
2021
Q1 		$715K Sell
8,716
-140
-2% -$10.8K 0.24% 94
2020
Q4 		$586K Buy
8,856
+11
+0.1% +$654 0.21% 114
2020
Q3 		$443K Sell
8,845
-1,709
-16% -$87.7K 0.18% 118
2020
Q2 		$518K Sell
10,554
-2,700
-20% -$124K 0.28% 79
2020
Q1 		$542K Buy
13,254
+2,161
+19% +$122K 0.38% 59
2019
Q4 		$729K Sell
11,093
-136
-1% -$8.61K 0.36% 66
2019
Q3 		$688K Buy
11,229
+93
+0.8% +$5.58K 0.41% 62
2019
Q2 		$676K Buy
11,136
+1,956
+21% +$119K 0.42% 60
2019
Q1 		$554K Buy
9,180
+1,443
+19% +$87K 0.37% 65
2018
Q4 		$416K Buy
7,737
+557
+8% +$33.8K 0.32% 75
2018
Q3 		$490K Buy
7,180
+923
+15% +$63.8K 0.34% 69
2018
Q2 		$418K Sell
6,257
-95
-1% -$6.21K 0.37% 72
2018
Q1 		$392K Sell
6,352
-1,344
-17% -$84.6K 0.33% 80
2017
Q4 		$501K Buy
+7,696
New +$491K 0.47% 67

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
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

LexAurum Advisors's SLYV Position: Q2 2026 in Review

LexAurum Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.61% in Q2 2026, selling an estimated $4.53K and leaving 7,214 shares worth $787K. The position accounts for 0.09% of the portfolio, ranked #178.

LexAurum Advisors first reported a position in SLYV in Q4 2017 and has held it in 34 quarters since. The position peaked at $844K in Q2 2021. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • LexAurum Advisors held 7,214 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $787K as of Q2 2026.
  • LexAurum Advisors sold 44 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $4.53K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.09% of LexAurum Advisors's portfolio in Q2 2026, its #178 holding.
  • LexAurum Advisors 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.
  • LexAurum Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $844K in Q2 2021.
  • 616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.