SLYV — SPDR S&P 500 SM CAP VALUE ETF

Ownership history in Evensky & Katz LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which Evensky & Katz LLC reported a position in SPDR S&P 500 SM CAP VALUE ETF (SLYV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.61% (2021 Q1)
Avg. % of fund
2.07%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 278,480 -651 -0.2% 1.43% $25.3M $90.97
2025 Q3 REDUCED 279,131 -10,642 -3.7% 1.44% $24.7M $88.09
2025 Q2 REDUCED 289,773 -10,205 -3.4% 1.41% $23.1M $78.85
2025 Q1 REDUCED 299,978 -2,833 -0.9% 1.58% $23.5M $77.07
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SLYV price (monthly, adj. close)

Other funds also holding SLYV

As of 2025 Q4 — sorted by position size

Dean, Jacobson Financial Services, LLC 3Y 16.45% Cannon Financial Strategists, Inc. 12.67% Wrenne Financial Planning LLC 7.27% CarsonAllaria Wealth Management, Ltd. 3Y 5.52% PURE PORTFOLIOS HOLDINGS LLC 5.19% Capasso Planning Partners LLC 3Y 4.57% BALANCED WEALTH GROUP LLC 4.25% Goelzer Investment Management, Inc. 3Y 7Y 3.71% Blue Barn Wealth, LLC 3Y 3.33% Sankala Group LLC 3.28%
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