Smart Portfolios LLC’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Smart Portfolios LLC’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	$585K	Sell	6,187 -15	-0.2%	-$1.45K	0.58%	57
2025 Q4	$564K	Hold	6,202	–	–	0.56%	59
2025 Q3	$550K	Sell	6,202 -35	-0.6%	-$2.98K	0.53%	58
2025 Q2	$497K	Buy	6,237 +665	+12%	+$50.4K	0.5%	62
2025 Q1	$437K	Hold	5,572	–	–	0.47%	68
2024 Q4	$486K	Buy	5,572 +15	+0.3%	+$1.34K	0.51%	64
2024 Q3	$482K	Sell	5,557 -30	-0.5%	-$2.51K	0.49%	67
2024 Q2	$438K	Buy	5,587 +117	+2%	+$9.29K	0.44%	69
2024 Q1	$454K	Buy	+5,470	New	+$439K	0.48%	59

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

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

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

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Smart Portfolios LLC's SLYV Position: Q1 2026 in Review

Smart Portfolios LLC reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.24% in Q1 2026, selling an estimated $1.45K and leaving 6,187 shares worth $585K. The position accounts for 0.58% of the portfolio, ranked #57.

Smart Portfolios LLC first reported a position in SLYV in Q1 2024 and has held it in 9 quarters since. 597 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Smart Portfolios LLC held 6,187 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $585K as of Q1 2026.
Smart Portfolios LLC sold 15 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $1.45K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.58% of Smart Portfolios LLC's portfolio in Q1 2026, its #57 holding.
Smart Portfolios LLC first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
597 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.