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 Q3	$2M	Sell	19,587 -4,415	-18%	-$478K	0.03%	419
2026 Q2	$2.62M	Sell	24,002 -2,631	-10%	-$271K	0.06%	274
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $1B AUM 11.33% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Savvy Advisors Inc's SLYV Position: Q3 2026 in Review

Savvy Advisors Inc reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 18% in Q3 2026, selling an estimated $478K and leaving 19,587 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #419.

Savvy Advisors Inc first reported a position in SLYV in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.62M in Q2 2026. 544 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Savvy Advisors Inc held 19,587 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2M as of Q3 2026.
Savvy Advisors Inc sold 4,415 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $478K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q3 2026, its #419 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 4 quarters since.
Savvy Advisors Inc's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2.62M in Q2 2026.
544 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Savvy Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.