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

Savvy Advisors Inc’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
Q1 		$2.52M Buy
26,633
+20,275
+319% +$1.96M 0.07% 223
2025
Q4 		$578K Buy
+6,358
New +$571K 0.02% 520

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savvy Advisors Inc's SLYV Position: Q1 2026 in Review

Savvy Advisors Inc increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 319% in Q1 2026, buying an estimated $1.96M and bringing the position to 26,633 shares worth $2.52M. The position accounts for 0.07% of the portfolio, ranked #223.

Savvy Advisors Inc first reported a position in SLYV in Q4 2025 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • Savvy Advisors Inc held 26,633 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.52M as of Q1 2026.
  • Savvy Advisors Inc bought 20,275 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $1.96M.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q1 2026, its #223 holding.
  • Savvy Advisors Inc first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.