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Spartan Wealth Advisory Services LLC’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Spartan Wealth Advisory Services 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
Q2 		$815K Sell
7,466
-1,075
-13% -$111K 0.07% 172
2026
Q1 		$808K Buy
+8,541
New +$826K 0.07% 173

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
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
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's SLYV Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 13% in Q2 2026, selling an estimated $111K and leaving 7,466 shares worth $815K. The position accounts for 0.07% of the portfolio, ranked #172.

Spartan Wealth Advisory Services LLC first reported a position in SLYV in Q1 2026 and has held it in 2 quarters since. 596 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 7,466 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $815K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 1,075 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $111K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.07% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #172 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 596 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.