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

Sage Mountain 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
Q3 		$57.7K Hold
565
– – ﹤0.01% 250
2026
Q2 		$61.6K Hold
565
– – ﹤0.01% 264
2026
Q1 		$53.4K Hold
565
– – ﹤0.01% 244
2025
Q4 		$51.4K Hold
565
– – ﹤0.01% 527
2025
Q3 		$50.1K Hold
565
– – ﹤0.01% 515
2025
Q2 		$45.1K Sell
565
-15
-3% -$1.14K ﹤0.01% 460
2025
Q1 		$45.5K Hold
580
– – ﹤0.01% 436
2024
Q4 		$50.6K Sell
580
-8
-1% -$715 ﹤0.01% 432
2024
Q3 		$51K Hold
588
– – ﹤0.01% 439
2024
Q2 		$46K Sell
588
-13
-2% -$1.03K ﹤0.01% 386
2024
Q1 		$49.9K Buy
601
+13
+2% +$1.04K 0.01% 366
2023
Q4 		$49K Hold
588
– – 0.01% 309
2023
Q3 		$42.6K Hold
588
– – 0.01% 308
2023
Q2 		$45.4K Buy
588
+330
+128% +$24.5K 0.01% 302
2023
Q1 		$19.7K Hold
258
– – ﹤0.01% 300
2022
Q4 		$19.1K Hold
258
– – ﹤0.01% 260
2022
Q3 		$17K Sell
258
-15
-5% -$1.13K ﹤0.01% 337
2022
Q2 		$20K Hold
273
– – ﹤0.01% 571
2022
Q1 		$23K Sell
273
-2,255
-89% -$187K ﹤0.01% 580
2021
Q4 		$214K Buy
2,528
+2,139
+550% +$183K 0.03% 512
2021
Q3 		$32K Buy
389
+122
+46% +$10K ﹤0.01% 536
2021
Q2 		$23K Buy
267
+204
+324% +$17.4K ﹤0.01% 500
2021
Q1 		$5K Buy
+63
New +$4.86K ﹤0.01% 457

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
Pacific Life Fund Advisors
Pacific Life Fund Advisors Newport Beach, California $1B AUM 11.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Dean Jacobson Financial Services
Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Sage Mountain Advisors's SLYV Position: Q3 2026 in Review

Sage Mountain Advisors held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q3 2026 at 565 shares worth $57.7K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Sage Mountain Advisors first reported a position in SLYV in Q1 2021 and has held it in 23 quarters since. The position peaked at $214K in Q4 2021. 556 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

  • Sage Mountain Advisors held 565 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $57.7K as of Q3 2026.
  • Sage Mountain Advisors 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 ﹤0.01% of Sage Mountain Advisors's portfolio in Q3 2026, its #250 holding.
  • Sage Mountain Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2021 and has held it in 23 quarters since.
  • Sage Mountain Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $214K in Q4 2021.
  • 556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.