Plante Moran Financial Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Plante Moran Financial Advisors’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	$16.5K	Hold	151	–	–	﹤0.01%	497
2026 Q1	$14.3K	Hold	151	–	–	﹤0.01%	481
2025 Q4	$13.7K	Hold	151	–	–	﹤0.01%	515
2025 Q3	$13.4K	Hold	151	–	–	﹤0.01%	517
2025 Q2	$12K	Hold	151	–	–	﹤0.01%	538
2025 Q1	$11.8K	Sell	151 -145	-49%	-$12.3K	﹤0.01%	543
2024 Q4	$25.9K	Buy	296 +1	+0.3%	+$89	﹤0.01%	445
2024 Q3	$25.6K	Buy	295 +144	+95%	+$12.1K	﹤0.01%	486
2024 Q2	$11.8K	Buy	+151	New	+$12K	﹤0.01%	561
2019 Q3	–	Sell	-66	Closed	-$4K	–	905
2019 Q2	$4K	Buy	+66	New	+$4K	﹤0.01%	677
2016 Q3	–	Sell	-124	Closed	-$6K	–	982
2016 Q2	$6K	Buy	+124	New	+$6.11K	﹤0.01%	608

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Plante Moran Financial Advisors's SLYV Position: Q2 2026 in Review

Plante Moran Financial Advisors held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 151 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Plante Moran Financial Advisors first reported a position in SLYV in Q2 2016 and has held it in 11 quarters since. The position peaked at $25.9K in Q4 2024. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Plante Moran Financial Advisors held 151 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $16.5K as of Q2 2026.
Plante Moran Financial Advisors left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #497 holding.
Plante Moran Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2016 and has held it in 11 quarters since.
Plante Moran Financial Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $25.9K in Q4 2024.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.