Root Financial Partners’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Root Financial Partners’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	$744K	Hold	6,816	–	–	0.03%	149
2026 Q1	$645K	Sell	6,816 -28	-0.4%	-$2.71K	0.03%	139
2025 Q4	$623K	Sell	6,844 -453	-6%	-$40.7K	0.03%	134
2025 Q3	$647K	Buy	+7,297	New	+$622K	0.04%	116

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

Root Financial Partners's SLYV Position: Q2 2026 in Review

Root Financial Partners held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 6,816 shares worth $744K. The position accounts for 0.03% of the portfolio, ranked #149.

Root Financial Partners first reported a position in SLYV in Q3 2025 and has held it in 4 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Root Financial Partners held 6,816 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $744K as of Q2 2026.
Root Financial Partners 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 0.03% of Root Financial Partners's portfolio in Q2 2026, its #149 holding.
Root Financial Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.