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

Walsh & Associates’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 		$120K Sell
1,098
-20
-2% -$2.06K 0.1% 80
2026
Q1 		$106K Buy
1,118
+25
+2% +$2.42K 0.1% 75
2025
Q4 		$99.4K Buy
+1,093
New +$98.2K 0.1% 79

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

Walsh & Associates's SLYV Position: Q2 2026 in Review

Walsh & Associates reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.8% in Q2 2026, selling an estimated $2.06K and leaving 1,098 shares worth $120K. The position accounts for 0.1% of the portfolio, ranked #80.

Walsh & Associates first reported a position in SLYV in Q4 2025 and has held it in 3 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Walsh & Associates held 1,098 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $120K as of Q2 2026.
  • Walsh & Associates sold 20 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $2.06K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.1% of Walsh & Associates's portfolio in Q2 2026, its #80 holding.
  • Walsh & Associates first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.