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

Synergy Financial Group’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	$202K	Buy	+1,855	New	+$191K	0.15%	117

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

Synergy Financial Group's SLYV Position: Q2 2026 in Review

Synergy Financial Group opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 1,855 shares worth $202K. The stake represents 0.15% of the portfolio and ranks #117 among its holdings.

615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Synergy Financial Group held 1,855 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $202K as of Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF was a new Synergy Financial Group position in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.15% of Synergy Financial Group's portfolio in Q2 2026, its #117 holding.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.