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 Q3	$1.7M	Sell	16,633 -148	-0.9%	-$16K	1.14%	25
2026 Q2	$1.83M	Buy	+16,781	New	+$1.73M	1.22%	23

Other funds holding SLYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $1B AUM 11.33% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Phillip James Consulting's SLYV Position: Q3 2026 in Review

Phillip James Consulting reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.88% in Q3 2026, selling an estimated $16K and leaving 16,633 shares worth $1.7M. The position accounts for 1.14% of the portfolio, ranked #25.

Phillip James Consulting first reported a position in SLYV in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.83M in Q2 2026. 556 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Phillip James Consulting held 16,633 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.7M as of Q3 2026.
Phillip James Consulting sold 148 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $16K.
State Street SPDR S&P 600 Small Cap Value ETF made up 1.14% of Phillip James Consulting's portfolio in Q3 2026, its #25 holding.
Phillip James Consulting first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
Phillip James Consulting's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.83M in Q2 2026.
556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.