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

Richwood 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	$441K	Sell	4,041 -119	-3%	-$12.3K	0.31%	68
2026 Q1	$393K	Sell	4,160 -1,300	-24%	-$126K	0.3%	70
2025 Q4	$553K	Sell	5,460 -56	-1%	-$5.03K	0.4%	59
2025 Q3	$489K	Sell	5,516 -38	-0.7%	-$3.24K	0.38%	60
2025 Q2	$443K	Hold	5,554	–	–	0.36%	62
2025 Q1	$435K	Sell	5,554 -90	-2%	-$7.63K	0.37%	66
2024 Q4	$492K	Hold	5,644	–	–	0.41%	60
2024 Q3	$490K	Hold	5,644	–	–	0.41%	66
2024 Q2	$442K	Hold	5,644	–	–	0.39%	67
2024 Q1	$468K	Hold	5,644	–	–	0.42%	64
2023 Q4	$470K	Sell	5,644 -20	-0.4%	-$1.48K	0.44%	63
2023 Q3	$410K	Hold	5,664	–	–	0.42%	66
2023 Q2	$437K	Hold	5,664	–	–	0.43%	63
2023 Q1	$431K	Sell	5,664 -136	-2%	-$10.8K	0.43%	63
2022 Q4	$430K	Hold	5,800	–	–	0.43%	65
2022 Q3	$389K	Hold	5,800	–	–	0.43%	67
2022 Q2	$420K	Hold	5,800	–	–	0.42%	72
2022 Q1	$483K	Hold	5,800	–	–	0.43%	66
2021 Q4	$491K	Buy	+5,800	New	+$495K	0.43%	57

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

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

Richwood Investment Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.9% in Q2 2026, selling an estimated $12.3K and leaving 4,041 shares worth $441K. The position accounts for 0.31% of the portfolio, ranked #68.

Richwood Investment Advisors first reported a position in SLYV in Q4 2021 and has held it in 19 quarters since. The position peaked at $553K in Q4 2025. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Richwood Investment Advisors held 4,041 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $441K as of Q2 2026.
Richwood Investment Advisors sold 119 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $12.3K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.31% of Richwood Investment Advisors's portfolio in Q2 2026, its #68 holding.
Richwood Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
Richwood Investment Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $553K in Q4 2025.
618 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.