XY Planning Network’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

XY Planning Network’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	–	Sell	-3,204	Closed	-$303K	–	350
2026 Q1	$303K	Sell	3,204 -31	-1%	-$3K	0.05%	233
2025 Q4	$294K	Sell	3,235 -425	-12%	-$38.2K	0.05%	222
2025 Q3	$292K	Hold	3,660	–	–	0.1%	145
2025 Q2	$292K	Sell	3,660 -39	-1%	-$2.96K	0.1%	145
2025 Q1	$290K	Sell	3,699 -246	-6%	-$20.9K	0.19%	78
2024 Q4	$344K	Buy	+3,945	New	+$352K	0.26%	71

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

XY Planning Network's SLYV Position: Q2 2026 in Review

XY Planning Network sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026, closing a stake of 3,204 shares — an estimated $303K sold.

XY Planning Network first reported a position in SLYV in Q4 2024 and held it in 6 quarters. The position peaked at $344K in Q4 2024. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

XY Planning Network reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
XY Planning Network sold 3,204 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $303K.
XY Planning Network first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and held it in 6 quarters.
XY Planning Network's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $344K in Q4 2024.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.