Tiemann Investment Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Tiemann Investment Advisors’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	$257K	Hold	2,356	–	–	0.09%	159
2026 Q1	$223K	Hold	2,356	–	–	0.09%	178
2025 Q4	$214K	Hold	2,356	–	–	0.08%	184
2025 Q3	$209K	Hold	2,356	–	–	0.08%	196
2025 Q2	$188K	Hold	2,356	–	–	0.08%	199
2025 Q1	$185K	Hold	2,356	–	–	0.08%	192
2024 Q4	$206K	Hold	2,356	–	–	0.09%	184
2024 Q3	$205K	Buy	+2,356	New	+$197K	0.09%	191
2022 Q3	–	Sell	-2,494	Closed	-$181K	–	200
2022 Q2	$181K	Hold	2,494	–	–	0.1%	195
2022 Q1	$208K	Hold	2,494	–	–	0.1%	196
2021 Q4	$211K	Sell	2,494 -1,000	-29%	-$85.4K	0.09%	217
2021 Q3	$286K	Hold	3,494	–	–	0.14%	155
2021 Q2	$300K	Hold	3,494	–	–	0.14%	160
2021 Q1	$287K	Sell	3,494 -1,613	-32%	-$124K	0.14%	158
2020 Q4	$338K	Buy	+5,107	New	+$303K	0.18%	127
2020 Q2	–	Sell	-4,745	Closed	-$194K	–	184
2020 Q1	$194K	Hold	4,745	–	–	0.17%	147
2019 Q4	$312K	Hold	4,745	–	–	0.21%	123
2019 Q3	$291K	Buy	4,745 +24	+0.5%	+$1.44K	0.21%	126
2019 Q2	$286K	Buy	+4,721	New	+$286K	0.21%	133

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

Tiemann Investment Advisors's SLYV Position: Q2 2026 in Review

Tiemann Investment Advisors held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 2,356 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #159.

Tiemann Investment Advisors first reported a position in SLYV in Q2 2019 and has held it in 19 quarters since. The position peaked at $338K in Q4 2020. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Tiemann Investment Advisors held 2,356 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $257K as of Q2 2026.
Tiemann Investment Advisors left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.09% of Tiemann Investment Advisors's portfolio in Q2 2026, its #159 holding.
Tiemann Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2019 and has held it in 19 quarters since.
Tiemann Investment Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $338K in Q4 2020.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Tiemann Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.