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

Plancorp LLC’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	$220K	Buy	+2,040	New	+$210K	0.01%	391

Other funds holding SLYV

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Plancorp LLC's SLYV Position: Q2 2026 in Review

Plancorp LLC opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 2,040 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #391 among its holdings.

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

Plancorp LLC held 2,040 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $220K as of Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF was a new Plancorp LLC position in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #391 holding.
199 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.