Old Point Trust & Financial Services N A’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Old Point Trust & Financial Services N A’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	–	Sell	-125	Closed	-$11.8K	–	345
2026 Q1	$11.8K	Hold	125	–	–	﹤0.01%	254
2025 Q4	$11.4K	Hold	125	–	–	﹤0.01%	271
2025 Q3	$11.1K	Hold	125	–	–	﹤0.01%	258
2025 Q2	$9.97K	Hold	125	–	–	﹤0.01%	264
2025 Q1	$9.8K	Hold	125	–	–	﹤0.01%	283
2024 Q4	$10.9K	Buy	+125	New	+$11.2K	﹤0.01%	267

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

Old Point Trust & Financial Services N A's SLYV Position: Q2 2026 in Review

Old Point Trust & Financial Services N A sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026, closing a stake of 125 shares — an estimated $11.8K sold.

Old Point Trust & Financial Services N A first reported a position in SLYV in Q4 2024 and held it in 6 quarters. The position peaked at $11.8K in Q1 2026. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Old Point Trust & Financial Services N A reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Old Point Trust & Financial Services N A sold 125 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $11.8K.
Old Point Trust & Financial Services N A first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and held it in 6 quarters.
Old Point Trust & Financial Services N A's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $11.8K in Q1 2026.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.