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Palisades Hudson Asset Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Palisades Hudson Asset Management’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 		$6.54M Sell
59,924
-2,150
-3% -$221K 2.29% 12
2026
Q1 		$5.87M Buy
62,074
+317
+0.5% +$30.6K 2.29% 13
2025
Q4 		$5.62M Sell
61,757
-1,855
-3% -$167K 2.18% 13
2025
Q3 		$5.64M Buy
63,612
+910
+1% +$77.5K 2.05% 14
2025
Q2 		$5M Buy
62,702
+4,093
+7% +$310K 1.96% 15
2025
Q1 		$4.59M Buy
58,609
+137
+0.2% +$11.6K 2.09% 13
2024
Q4 		$5.1M Sell
58,472
-383
-0.7% -$34.2K 2.15% 13
2024
Q3 		$5.11M Sell
58,855
-934
-2% -$78.2K 2.16% 12
2024
Q2 		$4.68M Buy
59,789
+501
+0.8% +$39.8K 2.15% 12
2024
Q1 		$4.92M Buy
59,288
+145
+0.2% +$11.6K 2.24% 11
2023
Q4 		$4.93M Buy
59,143
+390
+0.7% +$28.8K 2.39% 11
2023
Q3 		$4.25M Buy
58,753
+1,879
+3% +$145K 2.33% 12
2023
Q2 		$4.39M Buy
56,874
+178
+0.3% +$13.2K 2.28% 12
2023
Q1 		$4.32M Buy
56,696
+45
+0.1% +$3.58K 2.31% 11
2022
Q4 		$4.21M Buy
56,651
+2,021
+4% +$152K 2.32% 11
2022
Q3 		$3.67M Sell
54,630
-50
-0.1% -$3.76K 2.22% 11
2022
Q2 		$3.96M Sell
54,680
-3,174
-5% -$248K 2.22% 11
2022
Q1 		$4.82M Sell
57,854
-199
-0.3% -$16.5K 2.25% 12
2021
Q4 		$4.92M Sell
58,053
-392
-0.7% -$33.5K 2.1% 11
2021
Q3 		$4.79M Sell
58,445
-234
-0.4% -$19.2K 2.19% 11
2021
Q2 		$5.03M Buy
58,679
+80
+0.1% +$6.81K 2.25% 10
2021
Q1 		$4.8M Sell
58,599
-48
-0.1% -$3.7K 2.29% 10
2020
Q4 		$3.88M Sell
58,647
-387
-0.7% -$23K 2.01% 14
2020
Q3 		$2.96M Buy
59,034
+257
+0.4% +$13.2K 1.91% 15
2020
Q2 		$2.89M Buy
58,777
+15,324
+35% +$702K 1.97% 15
2020
Q1 		$1.77M Buy
43,453
+36,669
+541% +$2.07M 1.51% 15
2019
Q4 		$446K Buy
6,784
+34
+0.5% +$2.15K 0.29% 47
2019
Q3 		$413K Buy
6,750
+107
+2% +$6.42K 0.29% 45
2019
Q2 		$403K Buy
6,643
+188
+3% +$11.4K 0.28% 51
2019
Q1 		$389K Buy
6,455
+59
+0.9% +$3.56K 0.25% 50
2018
Q4 		$344K Buy
+6,396
New +$388K 0.2% 67
2016
Q1 		– Sell
-5,820
Closed -$270K – 100
2015
Q4 		$270K Buy
+5,820
New +$289K 0.23% 71

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

Palisades Hudson Asset Management's SLYV Position: Q2 2026 in Review

Palisades Hudson Asset Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3.5% in Q2 2026, selling an estimated $221K and leaving 59,924 shares worth $6.54M. The position accounts for 2.29% of the portfolio, ranked #12.

Palisades Hudson Asset Management first reported a position in SLYV in Q4 2015 and has held it in 32 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Palisades Hudson Asset Management held 59,924 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $6.54M as of Q2 2026.
  • Palisades Hudson Asset Management sold 2,150 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $221K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 2.29% of Palisades Hudson Asset Management's portfolio in Q2 2026, its #12 holding.
  • Palisades Hudson Asset Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2015 and has held it in 32 quarters since.
  • 617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.