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

Mutual 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	$2.37M	Buy	21,719 +54	+0.2%	+$5.56K	0.04%	374
2026 Q1	$2.05M	Sell	21,665 -1,363	-6%	-$132K	0.04%	373
2025 Q4	$2.09M	Sell	23,028 -1,638	-7%	-$147K	0.04%	357
2025 Q3	$2.22M	Sell	24,666 -589	-2%	-$50.2K	0.05%	338
2025 Q2	$2.11M	Buy	25,255 +1,109	+5%	+$84.1K	0.05%	304
2025 Q1	$1.77M	Sell	24,146 -1,115	-4%	-$94.6K	0.05%	312
2024 Q4	$2.23M	Sell	25,261 -32	-0.1%	-$2.86K	0.06%	256
2024 Q3	$2.17M	Sell	25,293 -21	-0.1%	-$1.76K	0.06%	262
2024 Q2	$2.19M	Sell	25,314 -1,267	-5%	-$101K	0.07%	255
2024 Q1	$2.21M	Sell	26,581 -88	-0.3%	-$7.06K	0.07%	251
2023 Q4	$2.22M	Sell	26,669 -2,266	-8%	-$168K	0.08%	241
2023 Q3	$2.09M	Sell	28,935 -3,414	-11%	-$264K	0.08%	233
2023 Q2	$2.5M	Sell	32,349 -5,455	-14%	-$406K	0.09%	211
2023 Q1	$2.88M	Sell	37,804 -856	-2%	-$68K	0.12%	177
2022 Q4	$2.87M	Sell	38,660 -1,675	-4%	-$126K	0.13%	169
2022 Q3	$2.71M	Buy	40,335 +155	+0.4%	+$11.7K	0.14%	149
2022 Q2	$2.91M	Buy	40,180 +4,082	+11%	+$319K	0.19%	117
2022 Q1	$3.01M	Sell	36,098 -1,028	-3%	-$85.1K	0.17%	140
2021 Q4	$3.15M	Buy	37,126 +1,350	+4%	+$115K	0.17%	141
2021 Q3	$2.93M	Buy	35,776 +2,148	+6%	+$176K	0.17%	144
2021 Q2	$2.88M	Buy	33,628 +9,045	+37%	+$770K	0.17%	151
2021 Q1	$2.02M	Buy	24,583 +1,814	+8%	+$140K	0.14%	181
2020 Q4	$1.51M	Sell	22,769 -215	-0.9%	-$12.8K	0.11%	220
2020 Q3	$1.15M	Buy	22,984 +944	+4%	+$48.4K	0.1%	213
2020 Q2	$1.08M	Buy	22,040 +1,572	+8%	+$72K	0.11%	205
2020 Q1	$836K	Buy	20,468 +1,348	+7%	+$76.3K	0.11%	201
2019 Q4	$1.26M	Buy	19,120 +4,754	+33%	+$301K	0.13%	185
2019 Q3	$880K	Buy	14,366 +1,695	+13%	+$102K	0.12%	217
2019 Q2	$769K	Buy	12,671 +3,525	+39%	+$214K	0.1%	248
2019 Q1	$551K	Sell	9,146 -859	-9%	-$51.8K	0.08%	263
2018 Q4	$538K	Buy	10,005 +6,092	+156%	+$370K	0.11%	228
2018 Q3	$267K	Sell	3,913 -163	-4%	-$11.3K	0.04%	390
2018 Q2	$272K	Sell	4,076 -688	-14%	-$45K	0.06%	347
2018 Q1	$294K	Sell	4,764 -360	-7%	-$22.7K	0.07%	311
2017 Q4	$322K	Buy	+5,124	New	+$327K	0.12%	212

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

Mutual Advisors's SLYV Position: Q2 2026 in Review

Mutual Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.25% in Q2 2026, buying an estimated $5.56K and bringing the position to 21,719 shares worth $2.37M. The position accounts for 0.04% of the portfolio, ranked #374.

Mutual Advisors first reported a position in SLYV in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.15M in Q4 2021. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Mutual Advisors held 21,719 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.37M as of Q2 2026.
Mutual Advisors bought 54 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $5.56K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of Mutual Advisors's portfolio in Q2 2026, its #374 holding.
Mutual Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
Mutual Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.15M in Q4 2021.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

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