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

Symphony 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	$8.23M	Buy	75,656 +4,915	+7%	+$506K	0.9%	29
2026 Q1	$6.63M	Buy	70,741 +2,642	+4%	+$255K	0.88%	31
2025 Q4	$6.25M	Sell	68,099 -33,372	-33%	-$3M	0.84%	33
2025 Q3	$8.99M	Buy	101,471 +1,015	+1%	+$86.5K	1.09%	25
2025 Q2	$8.16M	Buy	100,456 +63,139	+169%	+$4.79M	1.07%	24
2025 Q1	$2.64M	Buy	+37,317	New	+$3.17M	1.56%	16

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

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Symphony Financial's SLYV Position: Q2 2026 in Review

Symphony Financial increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 6.9% in Q2 2026, buying an estimated $506K and bringing the position to 75,656 shares worth $8.23M. The position accounts for 0.9% of the portfolio, ranked #29.

Symphony Financial first reported a position in SLYV in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.99M in Q3 2025. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Symphony Financial held 75,656 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $8.23M as of Q2 2026.
Symphony Financial bought 4,915 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $506K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.9% of Symphony Financial's portfolio in Q2 2026, its #29 holding.
Symphony Financial first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Symphony Financial's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $8.99M in Q3 2025.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.