Richardson Capital Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Richardson Capital Management’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	–	Sell	-264	Closed	-$25K	–	366
2026 Q1	$25K	Hold	264	–	–	0.01%	140
2025 Q4	$24K	Hold	264	–	–	0.01%	122
2025 Q3	$23.4K	Hold	264	–	–	0.01%	129
2025 Q2	$21.1K	Hold	264	–	–	0.01%	111
2025 Q1	$20.7K	Hold	264	–	–	0.01%	113
2024 Q4	$23K	Sell	264 -110	-29%	-$9.83K	0.01%	97
2024 Q3	$32.5K	Sell	374 -18	-5%	-$1.51K	0.02%	82
2024 Q2	$30.7K	Buy	392 +18	+5%	+$1.43K	0.02%	86
2024 Q1	$31K	Hold	374	–	–	0.03%	82
2023 Q4	$31.2K	Buy	+374	New	+$27.7K	0.03%	68

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

Richardson Capital Management's SLYV Position: Q2 2026 in Review

Richardson Capital Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026, closing a stake of 264 shares — an estimated $25K sold.

Richardson Capital Management first reported a position in SLYV in Q4 2023 and held it in 10 quarters. The position peaked at $32.5K in Q3 2024. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Richardson Capital Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Richardson Capital Management sold 264 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $25K.
Richardson Capital Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and held it in 10 quarters.
Richardson Capital Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $32.5K in Q3 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 Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.