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 Q3	$324K	Buy	+3,171	New	+$343K	0.03%	313
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

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 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

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Wrenne Financial Planning Lexington, Kentucky $303M AUM 11.43% 1-Year Est. Return

XY Planning Network's SLYV Position: Q3 2026 in Review

XY Planning Network opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2026: 3,171 shares worth $324K. The stake represents 0.03% of the portfolio and ranks #313 among its holdings. This is a return to the name: XY Planning Network previously reported a position in SLYV as recently as Q1 2026.

XY Planning Network first reported a position in SLYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $344K in Q4 2024. 273 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

XY Planning Network held 3,171 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $324K as of Q3 2026.
State Street SPDR S&P 600 Small Cap Value ETF was a new XY Planning Network position in Q3 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #313 holding.
XY Planning Network first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
XY Planning Network's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $344K in Q4 2024.
273 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.