James T. Borello RIA’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

James T. Borello RIA’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	$52.5K	Hold	514	–	–	0.01%	242
2026 Q2	$56.1K	Hold	514	–	–	0.01%	223
2026 Q1	$48.6K	Hold	514	–	–	0.01%	226
2025 Q4	$46.8K	Hold	514	–	–	0.01%	183
2025 Q3	$45.6K	Hold	514	–	–	0.01%	166
2025 Q2	$41K	Hold	514	–	–	0.01%	152
2025 Q1	$40.3K	Hold	514	–	–	0.01%	130
2024 Q4	$44.8K	Hold	514	–	–	0.02%	113
2024 Q3	$44.6K	Sell	514 -36	-7%	-$3.01K	0.02%	102
2024 Q2	$43.1K	Hold	550	–	–	0.02%	97
2024 Q1	$45.6K	Hold	550	–	–	0.02%	94
2023 Q4	$45.8K	Buy	+550	New	+$40.7K	0.04%	72

Other funds holding SLYV

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

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

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

James T. Borello RIA's SLYV Position: Q3 2026 in Review

James T. Borello RIA held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q3 2026 at 514 shares worth $52.5K. The position accounts for 0.01% of the portfolio, ranked #242.

James T. Borello RIA first reported a position in SLYV in Q4 2023 and has held it in 12 quarters since. The position peaked at $56.1K in Q2 2026. 109 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

James T. Borello RIA held 514 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $52.5K as of Q3 2026.
James T. Borello RIA left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q3 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #242 holding.
James T. Borello RIA first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $56.1K in Q2 2026.
109 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.