Tucker Asset Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Tucker Asset Management’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 Q3	–	Sell	-484	Closed	-$52.8K	–	367
2026 Q2	$52.8K	Buy	484 +12	+3%	+$1.24K	0.01%	254
2026 Q1	$44.6K	Sell	472 -46	-9%	-$4.45K	0.01%	231
2025 Q4	$47.1K	Buy	518 +271	+110%	+$24.4K	0.01%	305
2025 Q3	$21.9K	Hold	247	–	–	0.01%	230
2025 Q2	$19.7K	Hold	247	–	–	0.01%	200
2025 Q1	$19.4K	Hold	247	–	–	0.01%	204
2024 Q4	$21.6K	Sell	247 -48	-16%	-$4.29K	﹤0.01%	549
2024 Q3	$25.6K	Hold	295	–	–	0.01%	469
2024 Q2	$23.1K	Buy	295 +142	+93%	+$11.3K	0.01%	587
2024 Q1	$12.7K	Buy	153 +105	+219%	+$8.42K	﹤0.01%	786
2023 Q4	$4K	Sell	48 -51	-52%	-$3.77K	﹤0.01%	964
2023 Q3	$7.16K	Buy	99 +51	+106%	+$3.94K	﹤0.01%	747
2023 Q2	$3.7K	Hold	48	–	–	﹤0.01%	742
2023 Q1	$3.66K	Hold	48	–	–	﹤0.01%	770
2022 Q4	$3.58K	Sell	48 -288	-86%	-$21.6K	﹤0.01%	487
2022 Q3	$25.8K	Buy	336 +288	+600%	+$21.7K	0.01%	205
2022 Q2	$3.48K	Buy	+48	New	+$3.75K	﹤0.01%	383

Other funds holding SLYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Tucker Asset Management's SLYV Position: Q3 2026 in Review

Tucker Asset Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2026, closing a stake of 484 shares — an estimated $52.8K sold.

Tucker Asset Management first reported a position in SLYV in Q2 2022 and held it in 17 quarters. The position peaked at $52.8K in Q2 2026. 395 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Tucker Asset Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2026 after selling out during the quarter.
Tucker Asset Management sold 484 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $52.8K.
Tucker Asset Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2022 and held it in 17 quarters.
Tucker Asset Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $52.8K in Q2 2026.
395 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Tucker Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.