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

Stifel Financial’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	$775K	Buy	8,197 +1,265	+18%	+$122K	﹤0.01%	2599
2025 Q4	$631K	Buy	6,932 +245	+4%	+$22K	﹤0.01%	2727
2025 Q3	$593K	Buy	6,687 +1,043	+18%	+$88.9K	﹤0.01%	2710
2025 Q2	$450K	Sell	5,644 -216,392	-97%	-$16.4M	﹤0.01%	2839
2025 Q1	$17.4M	Buy	222,036 +215,830	+3,478%	+$18.3M	0.02%	617
2024 Q4	$541K	Buy	6,206 +1,319	+27%	+$118K	﹤0.01%	2622
2024 Q3	$424K	Buy	4,887 +111	+2%	+$9.29K	﹤0.01%	2772
2024 Q2	$374K	Sell	4,776 -344	-7%	-$27.3K	﹤0.01%	2800
2024 Q1	$425K	Sell	5,120 -683	-12%	-$54.8K	﹤0.01%	2707
2023 Q4	$483K	Sell	5,803 -589	-9%	-$43.6K	﹤0.01%	2577
2023 Q3	$463K	Sell	6,392 -636	-9%	-$49.1K	﹤0.01%	2529
2023 Q2	$542K	Buy	7,028 +600	+9%	+$44.6K	﹤0.01%	2467
2023 Q1	$490K	Sell	6,428 -587,673	-99%	-$46.7M	﹤0.01%	2522
2022 Q4	$44.1M	Sell	594,101 -264,306	-31%	-$19.8M	0.07%	271
2022 Q3	$57.6M	Sell	858,407 -95,709	-10%	-$7.2M	0.09%	218
2022 Q2	$69.1M	Sell	954,116 -73,223	-7%	-$5.72M	0.11%	202
2022 Q1	$85.6M	Buy	1,027,339 +41,931	+4%	+$3.47M	0.12%	193
2021 Q4	$83.5M	Buy	985,408 +1,308	+0.1%	+$112K	0.11%	190
2021 Q3	$80.7M	Buy	984,100 +22,098	+2%	+$1.81M	0.12%	179
2021 Q2	$82.5M	Buy	962,002 +77,141	+9%	+$6.57M	0.12%	174
2021 Q1	$72.5M	Buy	884,861 +422,064	+91%	+$32.5M	0.12%	178
2020 Q4	$30.6M	Buy	462,797 +7,720	+2%	+$459K	0.05%	306
2020 Q3	$22.8M	Buy	455,077 +187,086	+70%	+$9.6M	0.05%	323
2020 Q2	$13.2M	Sell	267,991 -11,177	-4%	-$512K	0.03%	424
2020 Q1	$11.4M	Buy	279,168 +275,078	+6,726%	+$15.6M	0.03%	407
2019 Q4	$268K	Buy	4,090 +629	+18%	+$39.8K	﹤0.01%	2596
2019 Q3	$213K	Buy	3,461 +8	+0.2%	+$480	﹤0.01%	2628
2019 Q2	$210K	Sell	3,453 -860	-20%	-$52.1K	﹤0.01%	2691
2019 Q1	$260K	Buy	+4,313	New	+$260K	﹤0.01%	2448

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Stifel Financial's SLYV Position: Q1 2026 in Review

Stifel Financial increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 18% in Q1 2026, buying an estimated $122K and bringing the position to 8,197 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Stifel Financial first reported a position in SLYV in Q1 2019 and has held it in 29 quarters since. The position peaked at $85.6M in Q1 2022. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Stifel Financial held 8,197 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $775K as of Q1 2026.
Stifel Financial bought 1,265 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $122K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2599 holding.
Stifel Financial first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2019 and has held it in 29 quarters since.
Stifel Financial's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $85.6M in Q1 2022.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.