MJT & Associates Financial Advisory’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

MJT & Associates Financial Advisory’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	$10.8K	Hold	99	–	–	0.01%	191
2026 Q1	$9.36K	Hold	99	–	–	0.01%	189
2025 Q4	$9.01K	Sell	99 -31	-24%	-$2.79K	0.01%	195
2025 Q3	$11.5K	Sell	130 -142	-52%	-$12.1K	0.01%	178
2025 Q2	$21.7K	Hold	272	–	–	0.03%	140
2025 Q1	$21.3K	Buy	+272	New	+$23.1K	0.02%	144

Other funds holding SLYV

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Arnold Financial Planning Hiawatha, Iowa $134M AUM

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM