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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
Q2 		– Sell
-3,255
Closed -$308K – 232
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 $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
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

Richmond Investment Services's SLYV Position: Q2 2026 in Review

Richmond Investment Services sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026, closing a stake of 3,255 shares — an estimated $308K sold.

Richmond Investment Services first reported a position in SLYV in Q3 2025 and held it in 3 quarters. The position peaked at $308K in Q1 2026. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Richmond Investment Services reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 3,255 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $308K.
  • Richmond Investment Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2025 and held it in 3 quarters.
  • Richmond Investment Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $308K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.