MONECO Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

MONECO Advisors’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	$7.41M	Buy	67,943 +5,788	+9%	+$596K	0.45%	46
2026 Q1	$5.88M	Buy	62,155 +14,017	+29%	+$1.36M	0.46%	45
2025 Q4	$4.38M	Buy	48,138 +198	+0.4%	+$17.8K	0.35%	60
2025 Q3	$4.25M	Buy	47,940 +10,862	+29%	+$925K	0.35%	58
2025 Q2	$2.96M	Buy	37,078 +8,586	+30%	+$651K	0.28%	82
2025 Q1	$2.23M	Buy	28,492 +16,117	+130%	+$1.37M	0.23%	96
2024 Q4	$1.08M	Buy	12,375 +4,706	+61%	+$420K	0.11%	171
2024 Q3	$666K	Buy	7,669 +209	+3%	+$17.5K	0.08%	207
2024 Q2	$584K	Buy	+7,460	New	+$592K	0.09%	216

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

GIM

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

MONECO Advisors's SLYV Position: Q2 2026 in Review

MONECO Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 9.3% in Q2 2026, buying an estimated $596K and bringing the position to 67,943 shares worth $7.41M. The position accounts for 0.45% of the portfolio, ranked #46.

MONECO Advisors first reported a position in SLYV in Q2 2024 and has held it in 9 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

MONECO Advisors held 67,943 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $7.41M as of Q2 2026.
MONECO Advisors bought 5,788 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $596K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.45% of MONECO Advisors's portfolio in Q2 2026, its #46 holding.
MONECO Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.