PIFP
SLYV icon

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

Partners in Financial Planning’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 		$3.46M Buy
31,729
+8
+0% +$824 0.52% 25
2026
Q1 		$3M Buy
31,721
+332
+1% +$32.1K 0.5% 26
2025
Q4 		$2.86M Buy
31,389
+140
+0.4% +$12.6K 0.48% 27
2025
Q3 		$2.77M Buy
31,249
+113
+0.4% +$9.63K 0.48% 28
2025
Q2 		$2.48M Buy
31,136
+5,063
+19% +$384K 0.46% 29
2025
Q1 		$2.04M Buy
26,073
+529
+2% +$44.9K 0.41% 29
2024
Q4 		$2.23M Buy
25,544
+659
+3% +$58.9K 0.45% 29
2024
Q3 		$2.16M Buy
24,885
+74
+0.3% +$6.19K 0.44% 29
2024
Q2 		$1.94M Buy
24,811
+1,347
+6% +$107K 0.42% 28
2024
Q1 		$1.95M Sell
23,464
-394
-2% -$31.6K 0.43% 28
2023
Q4 		$1.99M Buy
23,858
+1,729
+8% +$128K 0.47% 29
2023
Q3 		$1.6M Sell
22,129
-279
-1% -$21.6K 0.41% 31
2023
Q2 		$1.73M Sell
22,408
-3,675
-14% -$273K 0.44% 30
2023
Q1 		$1.99M Sell
26,083
-57
-0.2% -$4.53K 0.52% 29
2022
Q4 		$1.94M Buy
26,140
+1,936
+8% +$145K 0.54% 30
2022
Q3 		$1.9M Sell
24,204
-779
-3% -$58.6K 0.54% 25
2022
Q2 		$1.89M Sell
24,983
-3,738
-13% -$292K 0.6% 22
2022
Q1 		$2.33M Buy
28,721
+9
+0% +$745 0.73% 20
2021
Q4 		$2.34M Sell
28,712
-793
-3% -$67.7K 0.72% 20
2021
Q3 		$2.42M Buy
29,505
+34
+0.1% +$2.79K 0.75% 19
2021
Q2 		$2.53M Buy
+29,471
New +$2.51M 0.79% 19

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

Partners in Financial Planning's SLYV Position: Q2 2026 in Review

Partners in Financial Planning increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.03% in Q2 2026, buying an estimated $824 and bringing the position to 31,729 shares worth $3.46M. The position accounts for 0.52% of the portfolio, ranked #25.

Partners in Financial Planning first reported a position in SLYV in Q2 2021 and has held it in 21 quarters since. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Partners in Financial Planning held 31,729 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.46M as of Q2 2026.
  • Partners in Financial Planning bought 8 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $824.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.52% of Partners in Financial Planning's portfolio in Q2 2026, its #25 holding.
  • Partners in Financial Planning first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 618 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.