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

Tranquility 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 		$418K Hold
4,415
– – 0.16% 143
2025
Q4 		$402K Hold
4,415
– – 0.14% 148
2025
Q3 		$391K Buy
+4,415
New +$376K 0.13% 162

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
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
NP
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Tranquility Partners's SLYV Position: Q1 2026 in Review

Tranquility Partners held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q1 2026 at 4,415 shares worth $418K. The position accounts for 0.16% of the portfolio, ranked #143.

Tranquility Partners first reported a position in SLYV in Q3 2025 and has held it in 3 quarters since. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • Tranquility Partners held 4,415 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $418K as of Q1 2026.
  • Tranquility Partners left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.16% of Tranquility Partners's portfolio in Q1 2026, its #143 holding.
  • Tranquility Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.