Orin Green Financial’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Orin Green Financial’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	$272K	Hold	2,489	–	–	0.1%	68
2026 Q1	$235K	Hold	2,489	–	–	0.1%	68
2025 Q4	$226K	Hold	2,489	–	–	0.09%	70
2025 Q3	$221K	Buy	+2,489	New	+$212K	0.09%	78
2024 Q4	–	Sell	-2,489	Closed	-$222K	–	70
2024 Q3	$216K	Buy	+2,489	New	+$208K	0.09%	76
2024 Q1	–	Hold	0	–	–	–	73
2021 Q4	–	Sell	-2,670	Closed	-$219K	–	67
2021 Q3	$219K	Hold	2,670	–	–	0.15%	64
2021 Q2	$229K	Buy	+2,670	New	+$227K	0.16%	62

Other funds holding SLYV

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AFP

Arnold Financial Planning Hiawatha, Iowa $134M AUM

Orin Green Financial's SLYV Position: Q2 2026 in Review

Orin Green Financial held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 2,489 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #68.

Orin Green Financial first reported a position in SLYV in Q2 2021 and has held it in 7 quarters since. 103 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Orin Green Financial held 2,489 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $272K as of Q2 2026.
Orin Green Financial left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.1% of Orin Green Financial's portfolio in Q2 2026, its #68 holding.
Orin Green Financial first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2021 and has held it in 7 quarters since.
103 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.