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

Pacifica Partners’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 Q3	$323K	Sell	3,134 -97	-3%	-$10.5K	0.1%	90
2026 Q2	$349K	Hold	3,231	–	–	0.11%	91
2026 Q1	$306K	Hold	3,231	–	–	0.1%	92
2025 Q4	$297K	Hold	3,231	–	–	0.13%	82
2025 Q3	$288K	Hold	3,231	–	–	0.1%	96
2025 Q2	$259K	Hold	3,231	–	–	0.11%	91
2025 Q1	$238K	Sell	3,231 -55	-2%	-$4.66K	0.11%	92
2024 Q4	$285K	Hold	3,286	–	–	0.12%	84
2024 Q3	$285K	Sell	3,286 -89	-3%	-$7.45K	0.12%	91
2024 Q2	$263K	Hold	3,375	–	–	0.11%	92
2024 Q1	$271K	Sell	3,375 -36	-1%	-$2.89K	0.12%	89
2023 Q4	$260K	Hold	3,411	–	–	0.13%	90
2023 Q3	$239K	Hold	3,411	–	–	0.13%	87
2023 Q2	$261K	Hold	3,411	–	–	0.15%	78
2023 Q1	$252K	Hold	3,411	–	–	0.15%	81
2022 Q4	$253K	Hold	3,411	–	–	0.17%	76
2022 Q3	$242K	Hold	3,411	–	–	0.17%	74
2022 Q2	$254K	Buy	3,411 +1,627	+91%	+$127K	0.18%	75
2022 Q1	$149K	Hold	1,784	–	–	0.1%	102
2021 Q4	$154K	Buy	+1,784	New	+$152K	0.1%	101

Other funds holding SLYV

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Pacifica Partners's SLYV Position: Q3 2026 in Review

Pacifica Partners reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3% in Q3 2026, selling an estimated $10.5K and leaving 3,134 shares worth $323K. The position accounts for 0.1% of the portfolio, ranked #90.

Pacifica Partners first reported a position in SLYV in Q4 2021 and has held it in 20 quarters since. The position peaked at $349K in Q2 2026. 194 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Pacifica Partners held 3,134 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $323K as of Q3 2026.
Pacifica Partners sold 97 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $10.5K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.1% of Pacifica Partners's portfolio in Q3 2026, its #90 holding.
Pacifica Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
Pacifica Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $349K in Q2 2026.
194 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.