RIS
SLYV icon

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

Richmond Investment Services’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
Q1 		$308K Buy
3,255
+275
+9% +$26.6K 0.05% 200
2025
Q4 		$271K Buy
2,980
+680
+30% +$61.1K 0.05% 192
2025
Q3 		$204K Buy
+2,300
New +$196K 0.04% 218

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Richmond Investment Services's SLYV Position: Q1 2026 in Review

Richmond Investment Services increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 9.2% in Q1 2026, buying an estimated $26.6K and bringing the position to 3,255 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #200.

Richmond Investment Services first reported a position in SLYV in Q3 2025 and has held it in 3 quarters since. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • Richmond Investment Services held 3,255 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $308K as of Q1 2026.
  • Richmond Investment Services bought 275 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $26.6K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.05% of Richmond Investment Services's portfolio in Q1 2026, its #200 holding.
  • Richmond Investment Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.