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

Motive Wealth 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	$1.49M	Buy	13,666 +246	+2%	+$25.3K	0.61%	30
2026 Q1	$1.27M	Sell	13,420 -2,080	-13%	-$201K	0.6%	30
2025 Q4	$1.41M	Sell	15,500 -42	-0.3%	-$3.77K	0.6%	29
2025 Q3	$1.38M	Buy	15,542 +577	+4%	+$49.2K	0.59%	28
2025 Q2	$1.19M	Buy	14,965 +3,748	+33%	+$284K	0.54%	29
2025 Q1	$879K	Buy	11,217 +73	+0.7%	+$6.19K	0.47%	29
2024 Q4	$972K	Buy	11,144 +1,296	+13%	+$116K	0.52%	30
2024 Q3	$771K	Hold	9,848	–	–	0.46%	30
2024 Q2	$771K	Buy	9,848 +153	+2%	+$12.2K	0.46%	30
2024 Q1	$804K	Buy	9,695 +4,592	+90%	+$368K	0.49%	30
2023 Q4	$425K	Sell	5,103 -1,418	-22%	-$105K	0.49%	26
2023 Q3	$472K	Buy	6,521 +99	+2%	+$7.65K	0.52%	28
2023 Q2	$496K	Sell	6,422 -17	-0.3%	-$1.26K	0.51%	27
2023 Q1	$491K	Sell	6,439 -2,356	-27%	-$187K	0.54%	26
2022 Q4	$653K	Buy	8,795 +668	+8%	+$50.1K	0.5%	27
2022 Q3	$546K	Buy	8,127 +2,251	+38%	+$169K	0.44%	30
2022 Q2	$426K	Buy	5,876 +436	+8%	+$34K	0.34%	48
2022 Q1	$453K	Buy	5,440 +970	+22%	+$80.3K	0.31%	57
2021 Q4	$379K	Sell	4,470 -171	-4%	-$14.6K	0.23%	63
2021 Q3	$380K	Buy	4,641 +441	+11%	+$36.2K	0.26%	62
2021 Q2	$360K	Buy	+4,200	New	+$357K	0.26%	61

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

Motive Wealth Advisors's SLYV Position: Q2 2026 in Review

Motive Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.8% in Q2 2026, buying an estimated $25.3K and bringing the position to 13,666 shares worth $1.49M. The position accounts for 0.61% of the portfolio, ranked #30.

Motive Wealth Advisors first reported a position in SLYV in Q2 2021 and has held it in 21 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Motive Wealth Advisors held 13,666 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.49M as of Q2 2026.
Motive Wealth Advisors bought 246 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $25.3K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.61% of Motive Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Motive Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.