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 Q3	$696K	Hold	6,816	–	–	0.02%	182
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

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Root Financial Partners's SLYV Position: Q3 2026 in Review

Root Financial Partners held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q3 2026 at 6,816 shares worth $696K. The position accounts for 0.02% of the portfolio, ranked #182.

Root Financial Partners first reported a position in SLYV in Q3 2025 and has held it in 5 quarters since. The position peaked at $744K in Q2 2026. 269 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Root Financial Partners held 6,816 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $696K as of Q3 2026.
Root Financial Partners left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q3 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #182 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 5 quarters since.
Root Financial Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $744K in Q2 2026.
269 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.