Signature Estate & Investment Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Signature Estate & Investment 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	$5.82M	Sell	53,316 -7,840	-13%	-$808K	0.1%	91
2026 Q1	$5.78M	Sell	61,156 -5,009	-8%	-$484K	0.12%	90
2025 Q4	$6.02M	Sell	66,165 -1,346	-2%	-$121K	0.12%	86
2025 Q3	$5.98M	Sell	67,511 -1,257	-2%	-$107K	0.13%	84
2025 Q2	$5.48M	Buy	68,768 +2,623	+4%	+$199K	0.13%	84
2025 Q1	$5.19M	Buy	66,145 +1,242	+2%	+$105K	0.14%	82
2024 Q4	$5.66M	Buy	64,903 +11,264	+21%	+$1.01M	0.14%	67
2024 Q3	$4.66M	Sell	53,639 -44,789	-46%	-$3.75M	0.11%	72
2024 Q2	$7.71M	Sell	98,428 -14,173	-13%	-$1.13M	0.19%	54
2024 Q1	$9.34M	Buy	112,601 +11,834	+12%	+$949K	0.26%	41
2023 Q4	$8.39M	Buy	100,767 +2,932	+3%	+$217K	0.25%	46
2023 Q3	$7.08M	Buy	97,835 +2,467	+3%	+$191K	0.24%	43
2023 Q2	$7.36M	Buy	95,368 +4,674	+5%	+$348K	0.24%	44
2023 Q1	$6.91M	Buy	90,694 +213	+0.2%	+$16.9K	0.24%	45
2022 Q4	$6.72M	Buy	90,481 +4,163	+5%	+$312K	0.24%	50
2022 Q3	$5.8M	Buy	86,318 +4,891	+6%	+$368K	0.27%	43
2022 Q2	$5.9M	Buy	81,427 +2,459	+3%	+$192K	0.3%	42
2022 Q1	$6.58M	Sell	78,968 -4,698	-6%	-$389K	0.3%	43
2021 Q4	$7.09M	Buy	83,666 +2,637	+3%	+$225K	0.32%	41
2021 Q3	$6.64M	Buy	81,029 +7,093	+10%	+$582K	0.33%	41
2021 Q2	$6.34M	Buy	73,936 +3,409	+5%	+$290K	0.28%	43
2021 Q1	$5.78M	Sell	70,527 -8,753	-11%	-$675K	0.28%	45
2020 Q4	$5.25M	Sell	79,280 -2,063	-3%	-$123K	0.28%	46
2020 Q3	$4.08M	Buy	81,343 +5,356	+7%	+$275K	0.25%	48
2020 Q2	$3.73M	Buy	75,987 +6,319	+9%	+$289K	0.26%	47
2020 Q1	$2.85M	Buy	69,668 +6,365	+10%	+$360K	0.23%	55
2019 Q4	$4.16M	Buy	63,303 +1,366	+2%	+$86.5K	0.25%	60
2019 Q3	$3.79M	Buy	61,937 +455	+0.7%	+$27.3K	0.25%	58
2019 Q2	$3.73M	Buy	61,482 +2,405	+4%	+$146K	0.25%	59
2019 Q1	$3.56M	Sell	59,077 -417	-0.7%	-$25.1K	0.24%	60
2018 Q4	$3.2M	Buy	59,494 +8,013	+16%	+$486K	0.28%	55
2018 Q3	$3.52M	Buy	51,481 +492	+1%	+$34K	0.32%	51
2018 Q2	$3.41M	Sell	50,989 -1,775	-3%	-$116K	0.32%	49
2018 Q1	$3.26M	Buy	52,764 +2,592	+5%	+$163K	0.33%	49
2017 Q4	$3.15M	Sell	50,172 -364	-0.7%	-$23.2K	0.32%	53
2017 Q3	$3.19M	Buy	50,536 +28,622	+131%	+$1.7M	0.36%	49
2017 Q2	$1.31M	Buy	21,914 +202	+0.9%	+$11.9K	0.16%	67
2017 Q1	$1.28M	Sell	21,712 -606	-3%	-$35.9K	0.16%	66
2016 Q4	$1.33M	Sell	22,318 -5,412	-20%	-$304K	0.18%	62
2016 Q3	$1.49M	Sell	27,730 -2,054	-7%	-$108K	0.22%	56
2016 Q2	$1.49M	Sell	29,784 -4,578	-13%	-$226K	0.24%	56
2016 Q1	$1.68M	Sell	34,362 -1,580	-4%	-$70.4K	0.27%	54
2015 Q4	$1.67M	Buy	35,942 +14,652	+69%	+$727K	0.29%	56
2015 Q3	$1M	Sell	21,290 -14	-0.1%	-$703	0.21%	59
2015 Q2	$1.13M	Buy	21,304 +850	+4%	+$45.5K	0.25%	56
2015 Q1	$1.09M	Buy	20,454 +1,814	+10%	+$94.9K	0.29%	52
2014 Q4	$985K	Buy	18,640 +746	+4%	+$39.9K	0.33%	49
2014 Q3	$915K	Buy	17,894 +2,110	+13%	+$113K	0.33%	48
2014 Q2	$870K	Buy	15,784 +6,764	+75%	+$361K	0.31%	48
2014 Q1	$487K	Buy	9,020 +4,180	+86%	+$220K	0.19%	49
2013 Q4	$258K	Buy	+4,840	New	+$248K	0.13%	51

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

Signature Estate & Investment Advisors's SLYV Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 13% in Q2 2026, selling an estimated $808K and leaving 53,316 shares worth $5.82M. The position accounts for 0.1% of the portfolio, ranked #91.

Signature Estate & Investment Advisors first reported a position in SLYV in Q4 2013 and has held it in 51 quarters since. The position peaked at $9.34M in Q1 2024. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Signature Estate & Investment Advisors held 53,316 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $5.82M as of Q2 2026.
Signature Estate & Investment Advisors sold 7,840 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $808K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.1% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #91 holding.
Signature Estate & Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2013 and has held it in 51 quarters since.
Signature Estate & Investment Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $9.34M in Q1 2024.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.