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Phillip James Consulting’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Phillip James Consulting’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 		$1.83M Buy
+16,781
New +$1.73M 1.22% 23

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
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
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Phillip James Consulting's SLYV Position: Q2 2026 in Review

Phillip James Consulting opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 16,781 shares worth $1.83M. The stake represents 1.22% of the portfolio and ranks #23 among its holdings.

596 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Phillip James Consulting held 16,781 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.83M as of Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF was a new Phillip James Consulting position in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 1.22% of Phillip James Consulting's portfolio in Q2 2026, its #23 holding.
  • 596 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.