May Barnhard Investments’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

May Barnhard Investments’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	$4.46M	Sell	40,877 -2,352	-5%	-$242K	1.8%	24
2026 Q1	$4.09M	Sell	43,229 -4,516	-9%	-$437K	1.98%	22
2025 Q4	$4.34M	Sell	47,745 -2,571	-5%	-$231K	2.05%	22
2025 Q3	$4.46M	Sell	50,316 -516	-1%	-$44K	2.07%	21
2025 Q2	$4.05M	Sell	50,832 -2,099	-4%	-$159K	1.89%	23
2025 Q1	$4.15M	Sell	52,931 -3,181	-6%	-$270K	2.07%	21
2024 Q4	$4.9M	Sell	56,112 -681	-1%	-$60.8K	2.33%	18
2024 Q3	$4.93M	Sell	56,793 -717	-1%	-$60K	2.41%	18
2024 Q2	$4.5M	Sell	57,510 -1,189	-2%	-$94.4K	2.32%	15
2024 Q1	$4.87M	Buy	58,699 +4,792	+9%	+$384K	2.44%	15
2023 Q4	$4.49M	Buy	+53,907	New	+$3.99M	2.31%	15

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

May Barnhard Investments's SLYV Position: Q2 2026 in Review

May Barnhard Investments reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 5.4% in Q2 2026, selling an estimated $242K and leaving 40,877 shares worth $4.46M. The position accounts for 1.8% of the portfolio, ranked #24.

May Barnhard Investments first reported a position in SLYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.93M in Q3 2024. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

May Barnhard Investments held 40,877 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $4.46M as of Q2 2026.
May Barnhard Investments sold 2,352 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $242K.
State Street SPDR S&P 600 Small Cap Value ETF made up 1.8% of May Barnhard Investments's portfolio in Q2 2026, its #24 holding.
May Barnhard Investments first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $4.93M in Q3 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 May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.