UCFA
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United Capital Financial Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

United Capital Financial 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 		$1.28M Sell
11,751
-76
-0.6% -$7.83K 0.01% 716
2026
Q1 		$1.12M Sell
11,827
-381
-3% -$36.8K 0.01% 718
2025
Q4 		$1.11M Buy
12,208
+1,454
+14% +$131K 0.01% 702
2025
Q3 		$953K Sell
10,754
-1,000
-9% -$85.2K 0.01% 650
2025
Q2 		$938K Sell
11,754
-775
-6% -$58.8K 0.01% 605
2025
Q1 		$982K Sell
12,529
-178
-1% -$15.1K 0.01% 567
2024
Q4 		$1.11M Sell
12,707
-7
-0.1% -$625 0.01% 530
2024
Q3 		$1.1M Sell
12,714
-162
-1% -$13.6K 0.01% 521
2024
Q2 		$1.01M Sell
12,876
-142
-1% -$11.3K 0.01% 525
2024
Q1 		$1.08M Sell
13,018
-520
-4% -$41.7K 0.01% 541
2023
Q4 		$1.13M Sell
13,538
-388
-3% -$28.7K 0.01% 530
2023
Q3 		$1.01M Sell
13,926
-323
-2% -$25K 0.01% 511
2023
Q2 		$1.1M Sell
14,249
-2,807
-16% -$209K 0.01% 533
2023
Q1 		$1.3M Sell
17,056
-2,001
-11% -$159K 0.01% 522
2022
Q4 		$1.41M Sell
19,057
-968
-5% -$72.6K 0.01% 549
2022
Q3 		$1.34M Sell
20,025
-1,578
-7% -$119K 0.01% 550
2022
Q2 		$1.56M Buy
21,603
+76
+0.4% +$5.93K 0.01% 543
2022
Q1 		$1.79M Sell
21,527
-1,660
-7% -$137K 0.01% 543
2021
Q4 		$1.96M Sell
23,187
-523
-2% -$44.7K 0.01% 544
2021
Q3 		$1.94M Sell
23,710
-1,541
-6% -$127K 0.01% 531
2021
Q2 		$2.16M Sell
25,251
-2,520
-9% -$214K 0.01% 520
2021
Q1 		$2.28M Sell
27,771
-4,768
-15% -$367K 0.01% 482
2020
Q4 		$2.15M Sell
32,539
-3,869
-11% -$230K 0.01% 492
2020
Q3 		$1.82M Sell
36,408
-6,854
-16% -$352K 0.01% 525
2020
Q2 		$2.13M Sell
43,262
-2,736
-6% -$125K 0.02% 502
2020
Q1 		$1.88M Buy
45,998
+1,046
+2% +$59.2K 0.02% 508
2019
Q4 		$2.95M Buy
44,952
+736
+2% +$46.6K 0.02% 527
2019
Q3 		$2.71M Buy
44,216
+2,137
+5% +$128K 0.02% 526
2019
Q2 		$2.55M Buy
42,079
+3,296
+8% +$200K 0.02% 552
2019
Q1 		$2.34M Buy
38,783
+1,637
+4% +$98.7K 0.02% 562
2018
Q4 		$2M Buy
37,146
+2,802
+8% +$170K 0.02% 566
2018
Q3 		$2.35M Sell
34,344
-2,773
-7% -$192K 0.02% 571
2018
Q2 		$2.48M Buy
37,117
+1,383
+4% +$90.5K 0.02% 539
2018
Q1 		$2.21M Buy
+35,734
New +$2.25M 0.02% 563

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
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

United Capital Financial Advisors's SLYV Position: Q2 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.64% in Q2 2026, selling an estimated $7.83K and leaving 11,751 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #716.

United Capital Financial Advisors first reported a position in SLYV in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.95M in Q4 2019. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • United Capital Financial Advisors held 11,751 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.28M as of Q2 2026.
  • United Capital Financial Advisors sold 76 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $7.83K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #716 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2018 and has held it in 34 quarters since.
  • United Capital Financial Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2.95M in Q4 2019.
  • 616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.