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

Sequoia Financial Advisors’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	$565K	Sell	5,175 -434	-8%	-$44.7K	﹤0.01%	1268
2026 Q1	$530K	Buy	5,609 +30	+0.5%	+$2.9K	﹤0.01%	1242
2025 Q4	$508K	Sell	5,579 -13	-0.2%	-$1.17K	﹤0.01%	1274
2025 Q3	$496K	Buy	5,592 +27	+0.5%	+$2.3K	﹤0.01%	1142
2025 Q2	$444K	Hold	5,565	–	–	﹤0.01%	1063
2025 Q1	$436K	Buy	+5,565	New	+$472K	﹤0.01%	907
2017 Q2	–	Sell	-4,708	Closed	-$278K	–	295
2017 Q1	$278K	Sell	4,708 -266	-5%	-$15.8K	0.04%	211
2016 Q4	$296K	Buy	+4,974	New	+$279K	0.04%	195
2015 Q2	–	Sell	-11,342	Closed	-$607K	–	199
2015 Q1	$607K	Sell	11,342 -26,370	-70%	-$1.38M	0.28%	82
2014 Q4	$1.99M	Buy	37,712 +2,620	+7%	+$140K	1.36%	17
2014 Q3	$1.79M	Buy	+35,092	New	+$1.89M	1.24%	17

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sequoia Financial Advisors's SLYV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 7.7% in Q2 2026, selling an estimated $44.7K and leaving 5,175 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Sequoia Financial Advisors first reported a position in SLYV in Q3 2014 and has held it in 11 quarters since. The position peaked at $1.99M in Q4 2014. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Sequoia Financial Advisors held 5,175 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $565K as of Q2 2026.
Sequoia Financial Advisors sold 434 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $44.7K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1268 holding.
Sequoia Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2014 and has held it in 11 quarters since.
Sequoia Financial Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.99M in Q4 2014.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.