Realta Investment Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Realta Investment 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	$28.4K	Hold	260	–	–	0.01%	289
2026 Q1	$24.6K	Hold	260	–	–	0.01%	273
2025 Q4	$23.7K	Buy	+260	New	+$23.4K	0.01%	273
2025 Q3	–	Sell	-260	Closed	-$20.7K	–	351
2025 Q2	$20.7K	Hold	260	–	–	0.01%	252
2025 Q1	$20.4K	Hold	260	–	–	0.01%	257
2024 Q4	$22.8K	Sell	260 -60	-19%	-$5.36K	0.01%	275
2024 Q3	$27.7K	Sell	320 -1,275	-80%	-$107K	0.01%	258
2024 Q2	$125K	Sell	1,595 -97	-6%	-$7.7K	0.02%	447
2024 Q1	$140K	Buy	+1,692	New	+$136K	0.03%	449
2023 Q4	–	Sell	-2,220	Closed	-$171K	–	740
2023 Q3	$171K	Hold	2,220	–	–	0.04%	404
2023 Q2	$171K	Sell	2,220 -698	-24%	-$51.9K	0.04%	421
2023 Q1	$222K	Buy	2,918 +369	+14%	+$29.3K	0.05%	367
2022 Q4	$189K	Buy	2,549 +169	+7%	+$12.7K	0.05%	402
2022 Q3	$160K	Buy	+2,380	New	+$179K	0.04%	390

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

Realta Investment Advisors's SLYV Position: Q2 2026 in Review

Realta Investment Advisors held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 260 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #289.

Realta Investment Advisors first reported a position in SLYV in Q3 2022 and has held it in 14 quarters since. The position peaked at $222K in Q1 2023. 620 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Realta Investment Advisors held 260 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $28.4K as of Q2 2026.
Realta Investment 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 Realta Investment Advisors's portfolio in Q2 2026, its #289 holding.
Realta Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2022 and has held it in 14 quarters since.
Realta Investment Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $222K in Q1 2023.
620 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.