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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
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

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

Sensible Money's SLYV Position: Q2 2026 in Review

Sensible Money reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.33% in Q2 2026, selling an estimated $6.8K and leaving 19,795 shares worth $2.16M. The position accounts for 0.57% of the portfolio, ranked #14.

Sensible Money first reported a position in SLYV in Q4 2022 and has held it in 15 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Sensible Money held 19,795 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.16M as of Q2 2026.
  • Sensible Money sold 66 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $6.8K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.57% of Sensible Money's portfolio in Q2 2026, its #14 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 15 quarters since.
  • 617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.