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

Tompkins 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	$6.66K	Sell	61 -633	-91%	-$65.2K	﹤0.01%	482
2026 Q1	$65.6K	Buy	+694	New	+$67.1K	0.01%	296
2021 Q4	–	Sell	-75	Closed	-$6K	–	393
2021 Q3	$6K	Buy	+75	New	+$6.16K	﹤0.01%	347
2021 Q1	$6K	Sell	75 -398	-84%	-$30.7K	﹤0.01%	386
2020 Q4	$31K	Hold	473	–	–	0.01%	289
2020 Q3	$24K	Hold	473	–	–	﹤0.01%	289
2020 Q2	$23K	Buy	473 +75	+19%	+$3.44K	﹤0.01%	286
2020 Q1	$16K	Hold	398	–	–	﹤0.01%	291
2019 Q4	$26K	Sell	398 -1,240	-76%	-$78.5K	﹤0.01%	295
2019 Q3	$100K	Hold	1,638	–	–	0.02%	180
2019 Q2	$99K	Sell	1,638 -240	-13%	-$14.5K	0.02%	188
2019 Q1	$113K	Hold	1,878	–	–	0.02%	179
2018 Q4	$101K	Hold	1,878	–	–	0.02%	187
2018 Q3	$128K	Buy	1,878 +310	+20%	+$21.4K	0.03%	193
2018 Q2	$105K	Hold	1,568	–	–	0.02%	203
2018 Q1	$97K	Hold	1,568	–	–	0.02%	202
2017 Q4	$99K	Sell	1,568 -142	-8%	-$9.05K	0.02%	184
2017 Q3	$108K	Hold	1,710	–	–	0.03%	186
2017 Q2	$102K	Hold	1,710	–	–	0.03%	183
2017 Q1	$101K	Hold	1,710	–	–	0.03%	178
2016 Q4	$102K	Hold	1,710	–	–	0.03%	170
2016 Q3	$92K	Buy	1,710 +860	+101%	+$45.3K	0.03%	173
2016 Q2	$43K	Hold	850	–	–	0.01%	266
2016 Q1	$41K	Buy	+850	New	+$37.9K	0.01%	264

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

Tompkins Financial's SLYV Position: Q2 2026 in Review

Tompkins Financial reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 91% in Q2 2026, selling an estimated $65.2K and leaving 61 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Tompkins Financial first reported a position in SLYV in Q1 2016 and has held it in 24 quarters since. The position peaked at $128K in Q3 2018. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Tompkins Financial held 61 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $6.66K as of Q2 2026.
Tompkins Financial sold 633 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $65.2K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #482 holding.
Tompkins Financial first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2016 and has held it in 24 quarters since.
Tompkins Financial's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $128K in Q3 2018.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.