SGK
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Steigerwald Gordon & Koch’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Steigerwald Gordon & Koch’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 		$13.8K Buy
127
+1
+0.8% +$103 ﹤0.01% 493
2026
Q1 		$11.9K Buy
126
+1
+0.8% +$97 ﹤0.01% 500
2025
Q4 		$11.4K Hold
125
– – ﹤0.01% 545
2025
Q3 		$11.1K Buy
+125
New +$10.7K ﹤0.01% 516

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Steigerwald Gordon & Koch's SLYV Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.79% in Q2 2026, buying an estimated $103 and bringing the position to 127 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Steigerwald Gordon & Koch first reported a position in SLYV in Q3 2025 and has held it in 4 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Steigerwald Gordon & Koch held 127 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $13.8K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 1 State Street SPDR S&P 600 Small Cap Value ETF share in Q2 2026, an estimated $103.
  • State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #493 holding.
  • Steigerwald Gordon & Koch first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.