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

Sunbelt Securities’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	$27.5K	Sell	291 -77	-21%	-$7.44K	﹤0.01%	1197
2025 Q4	$33.5K	Buy	368 +2	+0.5%	+$180	﹤0.01%	1106
2025 Q3	$32.4K	Buy	366 +288	+369%	+$24.5K	﹤0.01%	1121
2025 Q2	$6.81K	Sell	78 -4	-5%	-$303	﹤0.01%	1387
2025 Q1	$6.43K	Buy	82 +4	+5%	+$339	﹤0.01%	1362
2024 Q4	$6.78K	Hold	78	–	–	﹤0.01%	1388
2024 Q3	$6.77K	Hold	78	–	–	﹤0.01%	1376
2024 Q2	$6.11K	Hold	78	–	–	﹤0.01%	1360
2024 Q1	$6.47K	Hold	78	–	–	﹤0.01%	1317
2023 Q4	$6.5K	Sell	78 -152	-66%	-$11.2K	﹤0.01%	1256
2023 Q3	$16.6K	Buy	230 +1	+0.4%	+$77	﹤0.01%	1050
2023 Q2	$17.7K	Buy	229 +1	+0.4%	+$74	﹤0.01%	1051
2023 Q1	$17K	Buy	+228	New	+$18.1K	﹤0.01%	1001

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

Sunbelt Securities's SLYV Position: Q1 2026 in Review

Sunbelt Securities reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 21% in Q1 2026, selling an estimated $7.44K and leaving 291 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Sunbelt Securities first reported a position in SLYV in Q1 2023 and has held it in 13 quarters since. The position peaked at $33.5K in Q4 2025. 598 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Sunbelt Securities held 291 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $27.5K as of Q1 2026.
Sunbelt Securities sold 77 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $7.44K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1197 holding.
Sunbelt Securities first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $33.5K in Q4 2025.
598 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.