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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
Q3 		$10.1K Hold
99
– – 0.01% 192
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

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

MJT & Associates Financial Advisory's SLYV Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q3 2026 at 99 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #192.

MJT & Associates Financial Advisory first reported a position in SLYV in Q1 2025 and has held it in 7 quarters since. The position peaked at $21.7K in Q2 2025. 44 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

  • MJT & Associates Financial Advisory held 99 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $10.1K as of Q3 2026.
  • MJT & Associates Financial Advisory left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #192 holding.
  • MJT & Associates Financial Advisory first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $21.7K in Q2 2025.
  • 44 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.