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

Sensible Money’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	19,602 -193	-1%	-$20.9K	0.52%	15
2026 Q2	$2.16M	Sell	19,795 -66	-0.3%	-$6.8K	0.57%	14
2026 Q1	$1.88M	Sell	19,861 -150	-0.7%	-$14.5K	0.57%	14
2025 Q4	$1.82M	Sell	20,011 -475	-2%	-$42.7K	0.58%	15
2025 Q3	$1.82M	Sell	20,486 -18	-0.1%	-$1.53K	0.62%	14
2025 Q2	$1.64M	Sell	20,504 -32	-0.2%	-$2.43K	0.62%	15
2025 Q1	$1.61M	Sell	20,536 -57	-0.3%	-$4.83K	0.69%	13
2024 Q4	$1.8M	Sell	20,593 -165	-0.8%	-$14.7K	0.79%	13
2024 Q3	$1.8M	Buy	20,758 +443	+2%	+$37.1K	0.79%	13
2024 Q2	$1.59M	Sell	20,315 -702	-3%	-$55.8K	0.78%	13
2024 Q1	$1.74M	Sell	21,017 -1,297	-6%	-$104K	0.94%	11
2023 Q4	$1.86M	Buy	22,314 +7	+0%	+$518	1.12%	11
2023 Q3	$1.61M	Sell	22,307 -638	-3%	-$49.3K	1.14%	11
2023 Q2	$1.77M	Sell	22,945 -122	-0.5%	-$9.07K	1.29%	11
2023 Q1	$1.76M	Sell	23,067 -460	-2%	-$36.5K	1.52%	11
2022 Q4	$1.75M	Buy	+23,527	New	+$1.76M	1.87%	10

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

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

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Sensible Money's SLYV Position: Q3 2026 in Review

Sensible Money reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.97% in Q3 2026, selling an estimated $20.9K and leaving 19,602 shares worth $2M. The position accounts for 0.52% of the portfolio, ranked #15.

Sensible Money first reported a position in SLYV in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.16M in Q2 2026. 161 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Sensible Money held 19,602 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2M as of Q3 2026.
Sensible Money sold 193 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $20.9K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.52% of Sensible Money's portfolio in Q3 2026, its #15 holding.
Sensible Money first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
Sensible Money's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2.16M in Q2 2026.
161 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.