Stifel Financial
SLYV icon

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
Q2 		$945K Buy
8,661
+464
+6% +$47.8K ﹤0.01% 2595
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
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

Stifel Financial's SLYV Position: Q2 2026 in Review

Stifel Financial increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 5.7% in Q2 2026, buying an estimated $47.8K and bringing the position to 8,661 shares worth $945K. The position accounts for ﹤0.01% of the portfolio, ranked #2595.

Stifel Financial first reported a position in SLYV in Q1 2019 and has held it in 30 quarters since. The position peaked at $85.6M in Q1 2022. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Stifel Financial held 8,661 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $945K as of Q2 2026.
  • Stifel Financial bought 464 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $47.8K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2595 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 30 quarters since.
  • Stifel Financial's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $85.6M in Q1 2022.
  • 617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.