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

OneDigital 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	$799K	Sell	7,327 -706	-9%	-$72.7K	0.01%	829
2026 Q1	$760K	Buy	8,033 +166	+2%	+$16K	0.01%	776
2025 Q4	$716K	Sell	7,867 -225	-3%	-$20.2K	0.01%	796
2025 Q3	$717K	Sell	8,092 -1,283	-14%	-$109K	0.01%	780
2025 Q2	$748K	Sell	9,375 -169	-2%	-$12.8K	0.01%	743
2025 Q1	$748K	Sell	9,544 -5,412	-36%	-$459K	0.01%	710
2024 Q4	$1.3M	Buy	14,956 +337	+2%	+$30.1K	0.02%	549
2024 Q3	$1.27M	Buy	14,619 +963	+7%	+$80.6K	0.01%	576
2024 Q2	$1.07M	Buy	13,656 +5,854	+75%	+$465K	0.01%	595
2024 Q1	$647K	Buy	7,802 +1,247	+19%	+$100K	0.01%	639
2023 Q4	$546K	Buy	+6,555	New	+$485K	0.01%	682
2019 Q3	–	Sell	-123	Closed	-$7K	–	1057
2019 Q2	$7K	Buy	123 +1	+0.8%	+$61	﹤0.01%	1008
2019 Q1	$7K	Hold	122	–	–	﹤0.01%	950
2018 Q4	$7K	Buy	+122	New	+$7.4K	﹤0.01%	918
2018 Q3	–	Sell	-201	Closed	-$13K	–	1194
2018 Q2	$13K	Buy	201 +81	+68%	+$5.3K	﹤0.01%	971
2018 Q1	$7K	Buy	+120	New	+$7.55K	﹤0.01%	1109
2017 Q3	–	Sell	-2,840	Closed	-$169K	–	1154
2017 Q2	$169K	Buy	+2,840	New	+$167K	0.05%	220

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

OneDigital Investment Advisors's SLYV Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 8.8% in Q2 2026, selling an estimated $72.7K and leaving 7,327 shares worth $799K. The position accounts for 0.01% of the portfolio, ranked #829.

OneDigital Investment Advisors first reported a position in SLYV in Q2 2017 and has held it in 17 quarters since. The position peaked at $1.3M in Q4 2024. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

OneDigital Investment Advisors held 7,327 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $799K as of Q2 2026.
OneDigital Investment Advisors sold 706 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $72.7K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #829 holding.
OneDigital Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2017 and has held it in 17 quarters since.
OneDigital Investment Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.3M in Q4 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 OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.