SL
SLYV icon

Salomon & Ludwin’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Salomon & Ludwin’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 		$5.45M Sell
50,142
-2,113
-4% -$218K 0.45% 41
2026
Q1 		$4.96M Sell
52,255
-1,137
-2% -$110K 0.44% 42
2025
Q4 		$4.97M Sell
53,392
-498
-0.9% -$44.8K 0.44% 44
2025
Q3 		$4.86M Sell
53,890
-296
-0.5% -$25.2K 0.44% 44
2025
Q2 		$4.49M Sell
54,186
-1,826
-3% -$139K 0.44% 45
2025
Q1 		$4.39M Sell
56,012
-451
-0.8% -$38.3K 0.47% 44
2024
Q4 		$4.93M Sell
56,463
-2,005
-3% -$179K 0.52% 41
2024
Q3 		$5.08M Sell
58,468
-2,670
-4% -$223K 0.52% 42
2024
Q2 		$4.79M Sell
61,138
-13,801
-18% -$1.1M 0.53% 40
2024
Q1 		$6.22M Sell
74,939
-1,489
-2% -$119K 0.53% 42
2023
Q4 		$5.53M Hold
76,428
– – 0.58% 38
2023
Q3 		$5.53M Buy
76,428
+122
+0.2% +$9.43K 0.58% 38
2023
Q2 		$5.89M Sell
76,306
-336
-0.4% -$25K 0.63% 38
2023
Q1 		$5.84M Sell
76,642
-305
-0.4% -$24.2K 0.7% 35
2022
Q4 		$5.71M Sell
76,947
-1,241
-2% -$93.1K 0.72% 35
2022
Q3 		$5.25M Sell
78,188
-68
-0.1% -$5.11K 0.79% 32
2022
Q2 		$5.67M Sell
78,256
-2,317
-3% -$181K 0.88% 30
2022
Q1 		$6.71M Buy
80,573
+1,683
+2% +$139K 0.97% 29
2021
Q4 		$6.68M Sell
78,890
-1,699
-2% -$145K 0.95% 29
2021
Q3 		$6.61M Sell
80,589
-131
-0.2% -$10.8K 1.03% 27
2021
Q2 		$6.92M Sell
80,720
-145
-0.2% -$12.3K 1.09% 27
2021
Q1 		$6.63M Buy
80,865
+309
+0.4% +$23.8K 1.12% 27
2020
Q4 		$5.33M Sell
80,556
-171
-0.2% -$10.2K 0.99% 27
2020
Q3 		$4.04M Sell
80,727
-2,938
-4% -$151K 0.84% 31
2020
Q2 		$4.11M Sell
83,665
-770
-0.9% -$35.3K 0.89% 30
2020
Q1 		$3.45M Buy
84,435
+83,703
+11,435% +$4.73M 0.89% 25
2019
Q4 		$48K Buy
732
+307
+72% +$19.4K 0.01% 114
2019
Q3 		$26K Buy
+425
New +$25.5K 0.01% 129

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

Salomon & Ludwin's SLYV Position: Q2 2026 in Review

Salomon & Ludwin reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4% in Q2 2026, selling an estimated $218K and leaving 50,142 shares worth $5.45M. The position accounts for 0.45% of the portfolio, ranked #41.

Salomon & Ludwin first reported a position in SLYV in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.92M in Q2 2021. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Salomon & Ludwin held 50,142 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $5.45M as of Q2 2026.
  • Salomon & Ludwin sold 2,113 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $218K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.45% of Salomon & Ludwin's portfolio in Q2 2026, its #41 holding.
  • Salomon & Ludwin first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2019 and has held it in 28 quarters since.
  • Salomon & Ludwin's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $6.92M in Q2 2021.
  • 617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.