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

Signet Financial Management’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
Q1 		$1.88M Sell
19,848
-572
-3% -$55.3K 0.21% 128
2025
Q4 		$1.86M Sell
20,420
-88
-0.4% -$7.91K 0.21% 127
2025
Q3 		$1.82M Sell
20,508
-557
-3% -$47.5K 0.21% 127
2025
Q2 		$1.68M Sell
21,065
-671
-3% -$50.9K 0.21% 131
2025
Q1 		$1.7M Sell
21,736
-1,112
-5% -$94.3K 0.23% 128
2024
Q4 		$1.99M Sell
22,848
-48
-0.2% -$4.29K 0.25% 116
2024
Q3 		$1.99M Sell
22,896
-1,038
-4% -$86.9K 0.25% 119
2024
Q2 		$1.87M Sell
23,934
-3,174
-12% -$252K 0.25% 117
2024
Q1 		$2.25M Sell
27,108
-3,543
-12% -$284K 0.31% 104
2023
Q4 		$2.55M Sell
30,651
-1,321
-4% -$97.7K 0.38% 82
2023
Q3 		$2.31M Sell
31,972
-1,200
-4% -$92.7K 0.38% 85
2023
Q2 		$2.56M Sell
33,172
-1,296
-4% -$96.4K 0.4% 82
2023
Q1 		$2.63M Sell
34,468
-506
-1% -$40.2K 0.44% 74
2022
Q4 		$2.6M Sell
34,974
-49,126
-58% -$3.68M 0.46% 70
2022
Q3 		$5.65M Buy
84,100
+403
+0.5% +$30.3K 1.11% 19
2022
Q2 		$6.06M Buy
83,697
+1,606
+2% +$125K 1.15% 20
2022
Q1 		$6.84M Sell
82,091
-972
-1% -$80.5K 1.14% 18
2021
Q4 		$7.04M Sell
83,063
-1,245
-1% -$106K 1.07% 19
2021
Q3 		$6.91M Buy
84,308
+468
+0.6% +$38.4K 1.19% 17
2021
Q2 		$7.19M Sell
83,840
-1,028
-1% -$87.5K 2.46% 12
2021
Q1 		$6.96M Sell
84,868
-871
-1% -$67.1K 1.3% 16
2020
Q4 		$5.67M Buy
85,739
+2,234
+3% +$133K 1.15% 18
2020
Q3 		$4.45M Buy
83,505
+6,990
+9% +$359K 0.98% 25
2020
Q2 		$4.17M Buy
76,515
+7,963
+12% +$365K 0.93% 31
2020
Q1 		$2.96M Buy
68,552
+13,997
+26% +$792K 0.7% 43
2019
Q4 		$3.58M Buy
54,555
+1,907
+4% +$121K 0.67% 54
2019
Q3 		$3.38M Buy
52,648
+8,104
+18% +$486K 0.66% 52
2019
Q2 		$2.73M Buy
44,544
+4,559
+11% +$276K 0.54% 72
2019
Q1 		$2.49M Buy
39,985
+8,142
+26% +$491K 0.49% 75
2018
Q4 		$1.71M Buy
31,843
+6,890
+28% +$418K 0.37% 91
2018
Q3 		$1.7M Buy
24,953
+8,424
+51% +$582K 0.3% 96
2018
Q2 		$1.1M Buy
16,529
+6,085
+58% +$398K 0.19% 112
2018
Q1 		$645K Buy
10,444
+6,428
+160% +$405K 0.12% 143
2017
Q4 		$253K Buy
+4,016
New +$256K 0.05% 187

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Signet Financial Management's SLYV Position: Q1 2026 in Review

Signet Financial Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.8% in Q1 2026, selling an estimated $55.3K and leaving 19,848 shares worth $1.88M. The position accounts for 0.21% of the portfolio, ranked #128.

Signet Financial Management first reported a position in SLYV in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.19M in Q2 2021. 597 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • Signet Financial Management held 19,848 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.88M as of Q1 2026.
  • Signet Financial Management sold 572 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $55.3K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.21% of Signet Financial Management's portfolio in Q1 2026, its #128 holding.
  • Signet Financial Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
  • Signet Financial Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $7.19M in Q2 2021.
  • 597 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.