MidAtlantic Capital Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

MidAtlantic Capital Management’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	$1.13M	Sell	11,964 -48	-0.4%	-$4.64K	0.78%	34
2025 Q4	$1.09M	Hold	12,012	–	–	0.7%	37
2025 Q3	$1.06M	Sell	12,012 -3	-0%	-$256	0.73%	41
2025 Q2	$958K	Buy	12,015 +41	+0.3%	+$3.11K	0.68%	41
2025 Q1	$939K	Hold	11,974	–	–	0.74%	39
2024 Q4	$1.04M	Hold	11,974	–	–	0.77%	33
2024 Q3	$1.04M	Buy	11,974 +24	+0.2%	+$2.01K	0.76%	32
2024 Q2	$936K	Hold	11,950	–	–	0.78%	30
2024 Q1	$991K	Hold	11,950	–	–	0.87%	26
2023 Q4	$996K	Buy	+11,950	New	+$884K	0.97%	22

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MidAtlantic Capital Management's SLYV Position: Q1 2026 in Review

MidAtlantic Capital Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.4% in Q1 2026, selling an estimated $4.64K and leaving 11,964 shares worth $1.13M. The position accounts for 0.78% of the portfolio, ranked #34.

MidAtlantic Capital Management first reported a position in SLYV in Q4 2023 and has held it in 10 quarters since. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

MidAtlantic Capital Management held 11,964 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.13M as of Q1 2026.
MidAtlantic Capital Management sold 48 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $4.64K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.78% of MidAtlantic Capital Management's portfolio in Q1 2026, its #34 holding.
MidAtlantic Capital Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.