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

Traction Financial Partners’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	$467K	Sell	4,935 -406	-8%	-$39.3K	0.29%	34
2025 Q4	$486K	Hold	5,341	–	–	0.29%	33
2025 Q3	$473K	Buy	5,341 +167	+3%	+$14.2K	0.29%	35
2025 Q2	$413K	Sell	5,174 -1,966	-28%	-$149K	0.28%	39
2025 Q1	$560K	Sell	7,140 -650	-8%	-$55.1K	0.44%	26
2024 Q4	$680K	Sell	7,790 -26	-0.3%	-$2.32K	0.53%	24
2024 Q3	$679K	Sell	7,816 -720	-8%	-$60.3K	0.53%	26
2024 Q2	$713K	Sell	8,536 -934	-10%	-$74.2K	0.52%	25
2024 Q1	$769K	Sell	9,470 -189	-2%	-$15.2K	0.6%	24
2023 Q4	$805K	Buy	+9,659	New	+$714K	0.54%	27

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Traction Financial Partners's SLYV Position: Q1 2026 in Review

Traction Financial Partners reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 7.6% in Q1 2026, selling an estimated $39.3K and leaving 4,935 shares worth $467K. The position accounts for 0.29% of the portfolio, ranked #34.

Traction Financial Partners first reported a position in SLYV in Q4 2023 and has held it in 10 quarters since. The position peaked at $805K in Q4 2023. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Traction Financial Partners held 4,935 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $467K as of Q1 2026.
Traction Financial Partners sold 406 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $39.3K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.29% of Traction Financial Partners's portfolio in Q1 2026, its #34 holding.
Traction Financial Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
Traction Financial Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $805K in Q4 2023.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.