Lido Advisors
SLYV icon

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

Lido 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 		$298K Sell
2,728
-156
-5% -$16.1K ﹤0.01% 1756
2026
Q1 		$273K Hold
2,884
– – ﹤0.01% 1615
2025
Q4 		$256K Buy
2,884
+68
+2% +$6.11K ﹤0.01% 1654
2025
Q3 		$250K Hold
2,816
– – ﹤0.01% 1584
2025
Q2 		$225K Sell
2,816
-217
-7% -$16.5K ﹤0.01% 1479
2025
Q1 		$238K Buy
3,033
+217
+8% +$18.4K ﹤0.01% 1311
2024
Q4 		$246K Hold
2,816
– – ﹤0.01% 1303
2024
Q3 		$244K Sell
2,816
-3
-0.1% -$251 ﹤0.01% 1241
2024
Q2 		$221K Sell
2,819
-179
-6% -$14.2K ﹤0.01% 1253
2024
Q1 		$249K Buy
2,998
+182
+6% +$14.6K ﹤0.01% 1174
2023
Q4 		$235K Sell
2,816
-80
-3% -$5.92K ﹤0.01% 1143
2023
Q3 		$210K Buy
2,896
+80
+3% +$6.18K ﹤0.01% 1065
2023
Q2 		$217K Buy
+2,816
New +$209K ﹤0.01% 1077

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

Lido Advisors's SLYV Position: Q2 2026 in Review

Lido Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 5.4% in Q2 2026, selling an estimated $16.1K and leaving 2,728 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Lido Advisors first reported a position in SLYV in Q2 2023 and has held it in 13 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Lido Advisors held 2,728 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $298K as of Q2 2026.
  • Lido Advisors sold 156 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $16.1K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1756 holding.
  • Lido Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.