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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Palisades Hudson Asset Management's SLYV Position: Q1 2026 in Review

Palisades Hudson Asset Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.51% in Q1 2026, buying an estimated $30.6K and bringing the position to 62,074 shares worth $5.87M. The position accounts for 2.29% of the portfolio, ranked #13.

Palisades Hudson Asset Management first reported a position in SLYV in Q4 2015 and has held it in 31 quarters since. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Palisades Hudson Asset Management held 62,074 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $5.87M as of Q1 2026.
Palisades Hudson Asset Management bought 317 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $30.6K.
State Street SPDR S&P 600 Small Cap Value ETF made up 2.29% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #13 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 31 quarters since.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.