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

Moneta Group Investment 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 		$3.29M Sell
30,194
-766
-2% -$78.9K 0.02% 236
2026
Q1 		$2.93M Sell
30,960
-1,362
-4% -$132K 0.02% 224
2025
Q4 		$2.94M Buy
32,322
+489
+2% +$43.9K 0.02% 229
2025
Q3 		$2.82M Sell
31,833
-3,444
-10% -$293K 0.02% 230
2025
Q2 		$2.81M Buy
35,277
+2,377
+7% +$180K 0.03% 185
2025
Q1 		$2.58M Sell
32,900
-1,804
-5% -$153K 0.04% 181
2024
Q4 		$3.03M Sell
34,704
-2,709
-7% -$242K 0.04% 167
2024
Q3 		$3.25M Sell
37,413
-2,901
-7% -$243K 0.05% 155
2024
Q2 		$3.16M Sell
40,314
-2,860
-7% -$227K 0.05% 152
2024
Q1 		$3.58M Sell
43,174
-6,546
-13% -$525K 0.06% 143
2023
Q4 		$4.14M Sell
49,720
-4,514
-8% -$334K 0.08% 126
2023
Q3 		$3.92M Buy
54,234
+202
+0.4% +$15.6K 0.09% 118
2023
Q2 		$4.17M Buy
54,032
+1,686
+3% +$125K 0.09% 116
2023
Q1 		$3.99M Buy
52,346
+5,217
+11% +$415K 0.1% 112
2022
Q4 		$3.92M Sell
47,129
-7,399
-14% -$555K 0.11% 113
2022
Q3 		$3.66M Sell
54,528
-3,157
-5% -$237K 0.14% 102
2022
Q2 		$4.18M Buy
57,685
+7,235
+14% +$565K 0.14% 101
2022
Q1 		$4.2M Buy
50,450
+4,003
+9% +$331K 0.17% 89
2021
Q4 		$3.94M Buy
46,447
+1,230
+3% +$105K 0.16% 95
2021
Q3 		$3.71M Buy
45,217
+356
+0.8% +$29.2K 0.17% 91
2021
Q2 		$3.85M Sell
44,861
-2,072
-4% -$176K 0.18% 94
2021
Q1 		$3.85M Sell
46,933
-1,685
-3% -$130K 0.2% 83
2020
Q4 		$3.22M Buy
48,618
+445
+0.9% +$26.4K 0.23% 75
2020
Q3 		$2.41M Buy
48,173
+4,423
+10% +$227K 0.21% 81
2020
Q2 		$2.15M Buy
43,750
+5,718
+15% +$262K 0.2% 81
2020
Q1 		$1.55M Buy
38,032
+13,880
+57% +$785K 0.16% 90
2019
Q4 		$1.59M Buy
24,152
+515
+2% +$32.6K 0.13% 95
2019
Q3 		$1.45M Buy
23,637
+1,142
+5% +$68.5K 0.14% 98
2019
Q2 		$1.36M Buy
+22,495
New +$1.36M 0.13% 99
2018
Q2 		– Sell
-380
Closed -$23K – 601
2018
Q1 		$23K Hold
380
– – ﹤0.01% 385
2017
Q4 		$24K Buy
+380
New +$24.2K ﹤0.01% 311

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
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

Moneta Group Investment Advisors's SLYV Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.5% in Q2 2026, selling an estimated $78.9K and leaving 30,194 shares worth $3.29M. The position accounts for 0.02% of the portfolio, ranked #236.

Moneta Group Investment Advisors first reported a position in SLYV in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.2M in Q1 2022. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Moneta Group Investment Advisors held 30,194 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.29M as of Q2 2026.
  • Moneta Group Investment Advisors sold 766 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $78.9K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #236 holding.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and has held it in 31 quarters since.
  • Moneta Group Investment Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $4.2M in Q1 2022.
  • 615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.