Moisand Fitzgerald Tamayo’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Moisand Fitzgerald Tamayo’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	$1.47M	Sell	13,491 -197	-1%	-$20.3K	0.14%	48
2026 Q1	$1.29M	Sell	13,688 -538	-4%	-$52K	0.14%	50
2025 Q4	$1.29M	Sell	14,226 -506	-3%	-$45.5K	0.15%	49
2025 Q3	$1.31M	Sell	14,732 -456	-3%	-$38.9K	0.15%	48
2025 Q2	$1.21M	Sell	15,188 -314	-2%	-$23.8K	0.15%	46
2025 Q1	$1.22M	Sell	15,502 -686	-4%	-$58.2K	0.17%	45
2024 Q4	$1.41M	Sell	16,188 -748	-4%	-$66.8K	0.2%	43
2024 Q3	$1.47M	Sell	16,936 -1,572	-8%	-$132K	0.2%	43
2024 Q2	$1.45M	Sell	18,508 -796	-4%	-$63.2K	0.22%	41
2024 Q1	$1.6M	Sell	19,304 -1,256	-6%	-$101K	0.25%	41
2023 Q4	$1.71M	Sell	20,560 -2,146	-9%	-$159K	0.3%	38
2023 Q3	$1.64M	Sell	22,706 -1,816	-7%	-$140K	0.35%	36
2023 Q2	$1.89M	Sell	24,522 -4,191	-15%	-$312K	0.39%	35
2023 Q1	$2.19M	Sell	28,713 -7,062	-20%	-$561K	0.47%	34
2022 Q4	$2.66M	Sell	35,775 -13,491	-27%	-$1.01M	0.61%	30
2022 Q3	$3.31M	Sell	49,266 -9,880	-17%	-$743K	0.91%	23
2022 Q2	$4.28M	Buy	59,146 +15,367	+35%	+$1.2M	1.15%	19
2022 Q1	$3.65M	Sell	43,779 -28,367	-39%	-$2.35M	1.66%	16
2021 Q4	$6.11M	Sell	72,146 -7,864	-10%	-$672K	1.72%	18
2021 Q3	$6.56M	Sell	80,010 -2,847	-3%	-$234K	2.21%	15
2021 Q2	$7.1M	Sell	82,857 -1,451	-2%	-$123K	2.58%	12
2021 Q1	$6.91M	Sell	84,308 -29,566	-26%	-$2.28M	2.99%	10
2020 Q4	$7.54M	Sell	113,874 -15,992	-12%	-$950K	3.4%	8
2020 Q3	$6.5M	Buy	129,866 +278	+0.2%	+$14.3K	3.37%	9
2020 Q2	$6.37M	Sell	129,588 -4,695	-3%	-$215K	3.51%	8
2020 Q1	$5.49M	Buy	134,283 +27,923	+26%	+$1.58M	3.58%	9
2019 Q4	$6.99M	Sell	106,360 -2,856	-3%	-$181K	3.61%	8
2019 Q3	$6.69M	Buy	109,216 +2,937	+3%	+$176K	3.62%	8
2019 Q2	$6.45M	Buy	106,279 +2,444	+2%	+$148K	3.51%	8
2019 Q1	$6.26M	Buy	103,835 +5,453	+6%	+$329K	3.48%	8
2018 Q4	$5.29M	Buy	98,382 +25,126	+34%	+$1.52M	3.31%	11
2018 Q3	$5M	Sell	73,256 -5,642	-7%	-$390K	2.78%	11
2018 Q2	$5.27M	Sell	78,898 -854	-1%	-$55.9K	3.06%	11
2018 Q1	$4.92M	Buy	79,752 +16,854	+27%	+$1.06M	2.92%	12
2017 Q4	$3.95M	Buy	62,898 +4,158	+7%	+$265K	2.29%	13
2017 Q3	$3.71M	Buy	58,740 +1,120	+2%	+$66.5K	2.26%	13
2017 Q2	$3.44M	Buy	57,620 +4,042	+8%	+$238K	2.34%	13
2017 Q1	$3.16M	Sell	53,578 -2,640	-5%	-$156K	2.23%	14
2016 Q4	$3.35M	Sell	56,218 -1,042	-2%	-$58.5K	2.48%	14
2016 Q3	$3.07M	Buy	57,260 +1,736	+3%	+$91.4K	2.33%	14
2016 Q2	$2.78M	Buy	55,524 +2,174	+4%	+$107K	2.27%	15
2016 Q1	$2.6M	Buy	53,350 +12,832	+32%	+$572K	2.11%	16
2015 Q4	$1.88M	Buy	+40,518	New	+$2.01M	1.62%	19

Other funds holding SLYV

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

CNBT

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

WFP

Wrenne Financial Planning Lexington, Kentucky $296M AUM 20.61% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SLYV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.4% in Q2 2026, selling an estimated $20.3K and leaving 13,491 shares worth $1.47M. The position accounts for 0.14% of the portfolio, ranked #48.

Moisand Fitzgerald Tamayo first reported a position in SLYV in Q4 2015 and has held it in 43 quarters since. The position peaked at $7.54M in Q4 2020. 297 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Moisand Fitzgerald Tamayo held 13,491 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.47M as of Q2 2026.
Moisand Fitzgerald Tamayo sold 197 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $20.3K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.14% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #48 holding.
Moisand Fitzgerald Tamayo first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2015 and has held it in 43 quarters since.
Moisand Fitzgerald Tamayo's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $7.54M in Q4 2020.
297 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.