Michael S. Ryan Inc’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Michael S. Ryan Inc’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 Q3	$5.59M	Buy	54,707 +202	+0.4%	+$21.9K	2.82%	7
2026 Q2	$5.95M	Buy	54,505 +732	+1%	+$75.4K	2.97%	7
2026 Q1	$5.09M	Sell	53,773 -155	-0.3%	-$15K	2.96%	10
2025 Q4	$4.91M	Buy	53,928 +294	+0.5%	+$26.4K	2.84%	11
2025 Q3	$4.75M	Sell	53,634 -251	-0.5%	-$21.4K	2.84%	11
2025 Q2	$4.3M	Sell	53,885 -105,618	-66%	-$8.01M	2.73%	11
2025 Q1	$12.5M	Sell	159,503 -1,502	-0.9%	-$127K	8.75%	3
2024 Q4	$14M	Buy	161,005 +5,563	+4%	+$497K	9.56%	2
2024 Q3	$13.5M	Buy	155,442 +2,306	+2%	+$193K	9.4%	3
2024 Q2	$12M	Sell	153,136 -25,532	-14%	-$2.03M	9.09%	3
2024 Q1	$14.8M	Buy	178,668 +21,719	+14%	+$1.74M	11.7%	2
2023 Q4	$13.1M	Buy	156,949 +4,046	+3%	+$299K	10.85%	2
2023 Q3	$10.4M	Buy	152,903 +2,329	+2%	+$180K	9.91%	2
2023 Q2	$11.7M	Buy	+150,574	New	+$11.2M	10.83%	2

Other funds holding SLYV

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Wrenne Financial Planning Lexington, Kentucky $303M AUM 11.43% 1-Year Est. Return

Michael S. Ryan Inc's SLYV Position: Q3 2026 in Review

Michael S. Ryan Inc increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.37% in Q3 2026, buying an estimated $21.9K and bringing the position to 54,707 shares worth $5.59M. The position accounts for 2.82% of the portfolio, ranked #7.

Michael S. Ryan Inc first reported a position in SLYV in Q2 2023 and has held it in 14 quarters since. The position peaked at $14.8M in Q1 2024. 273 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Michael S. Ryan Inc held 54,707 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $5.59M as of Q3 2026.
Michael S. Ryan Inc bought 202 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $21.9K.
State Street SPDR S&P 600 Small Cap Value ETF made up 2.82% of Michael S. Ryan Inc's portfolio in Q3 2026, its #7 holding.
Michael S. Ryan Inc first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2023 and has held it in 14 quarters since.
Michael S. Ryan Inc's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $14.8M in Q1 2024.
273 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Michael S. Ryan Inc's 13F filing for Q3 2026, filed 1 Oct 2026.