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

Norden Group’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 		$280K Buy
2,567
+383
+18% +$39.5K 0.02% 542
2026
Q1 		$207K Buy
+2,184
New +$211K 0.02% 584
2025
Q3 		– Sell
-2,735
Closed -$218K – 615
2025
Q2 		$218K Buy
+2,735
New +$207K 0.02% 519
2024
Q2 		– Sell
-6,481
Closed -$538K – 439
2024
Q1 		$538K Buy
+6,481
New +$520K 0.11% 217

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

Norden Group's SLYV Position: Q2 2026 in Review

Norden Group increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 18% in Q2 2026, buying an estimated $39.5K and bringing the position to 2,567 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #542.

Norden Group first reported a position in SLYV in Q1 2024 and has held it in 4 quarters since. The position peaked at $538K in Q1 2024. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Norden Group held 2,567 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $280K as of Q2 2026.
  • Norden Group bought 383 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $39.5K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.02% of Norden Group's portfolio in Q2 2026, its #542 holding.
  • Norden Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2024 and has held it in 4 quarters since.
  • Norden Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $538K in Q1 2024.
  • 615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.