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Pinnacle Bancorp’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Pinnacle Bancorp’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 		$271K Sell
2,488
-24
-1% -$2.47K 0.07% 214
2026
Q1 		$238K Buy
2,512
+1
+0% +$97 0.07% 215
2025
Q4 		$228K Sell
2,511
-164
-6% -$14.7K 0.07% 220
2025
Q3 		$237K Buy
2,675
+2
+0.1% +$170 0.07% 217
2025
Q2 		$213K Sell
2,673
-787
-23% -$59.7K 0.07% 221
2025
Q1 		$271K Buy
3,460
+172
+5% +$14.6K 0.09% 178
2024
Q4 		$287K Sell
3,288
-1,840
-36% -$164K 0.09% 176
2024
Q3 		$445K Sell
5,128
-45
-0.9% -$3.77K 0.12% 120
2024
Q2 		$405K Buy
5,173
+25
+0.5% +$1.99K 0.12% 116
2024
Q1 		$427K Sell
5,148
-1,565
-23% -$125K 0.13% 113
2023
Q4 		$559K Buy
6,713
+645
+11% +$47.7K 0.18% 87
2023
Q3 		$439K Sell
6,068
-5
-0.1% -$386 0.16% 100
2023
Q2 		$469K Sell
6,073
-91
-1% -$6.77K 0.16% 94
2023
Q1 		$470K Sell
6,164
-65
-1% -$5.16K 0.17% 92
2022
Q4 		$462K Hold
6,229
– – 0.18% 88
2022
Q3 		$418K Sell
6,229
-29
-0.5% -$2.18K 0.18% 88
2022
Q2 		$453K Buy
6,258
+1,951
+45% +$152K 0.19% 86
2022
Q1 		$359K Buy
4,307
+117
+3% +$9.69K 0.12% 113
2021
Q4 		$355K Hold
4,190
– – 0.13% 120
2021
Q3 		$343K Hold
4,190
– – 0.14% 115
2021
Q2 		$359K Sell
4,190
-1,439
-26% -$122K 0.16% 105
2021
Q1 		$462K Hold
5,629
– – 0.22% 83
2020
Q4 		$373K Sell
5,629
-133
-2% -$7.9K 0.23% 91
2020
Q3 		$289K Sell
5,762
-746
-11% -$38.3K 0.2% 106
2020
Q2 		$320K Buy
6,508
+231
+4% +$10.6K 0.24% 94
2020
Q1 		$256K Buy
+6,277
New +$355K 0.22% 102
2019
Q1 		– Sell
-66
Closed -$4K – 707
2018
Q4 		$4K Buy
+66
New +$4K ﹤0.01% 670
2017
Q1 		$8K Buy
+130
New +$7.7K 0.01% 528

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

Pinnacle Bancorp's SLYV Position: Q2 2026 in Review

Pinnacle Bancorp reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.96% in Q2 2026, selling an estimated $2.47K and leaving 2,488 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #214.

Pinnacle Bancorp first reported a position in SLYV in Q1 2017 and has held it in 28 quarters since. The position peaked at $559K in Q4 2023. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Pinnacle Bancorp held 2,488 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $271K as of Q2 2026.
  • Pinnacle Bancorp sold 24 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $2.47K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.07% of Pinnacle Bancorp's portfolio in Q2 2026, its #214 holding.
  • Pinnacle Bancorp first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2017 and has held it in 28 quarters since.
  • Pinnacle Bancorp's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $559K in Q4 2023.
  • 615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.