4A
SLYV icon

4Wealth Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

4Wealth Advisors’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 		$960K Sell
8,832
-230
-3% -$23.7K 0.74% 38
2026
Q1 		$839K Buy
9,062
+13
+0.1% +$1.26K 0.72% 41
2025
Q4 		$823K Buy
9,049
+379
+4% +$34.1K 0.7% 41
2025
Q3 		$769K Buy
8,670
+553
+7% +$47.1K 0.69% 42
2025
Q2 		$647K Buy
8,117
+243
+3% +$18.4K 0.66% 49
2025
Q1 		$617K Buy
7,874
+878
+13% +$74.5K 0.67% 43
2024
Q4 		$610K Buy
+6,996
New +$625K 0.61% 50

Other funds holding SLYV

GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
WFP
Wrenne Financial Planning Lexington, Kentucky $296M AUM 20.61% 1-Year Est. Return

4Wealth Advisors's SLYV Position: Q2 2026 in Review

4Wealth Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.5% in Q2 2026, selling an estimated $23.7K and leaving 8,832 shares worth $960K. The position accounts for 0.74% of the portfolio, ranked #38.

4Wealth Advisors first reported a position in SLYV in Q4 2024 and has held it in 7 quarters since. 297 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • 4Wealth Advisors held 8,832 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $960K as of Q2 2026.
  • 4Wealth Advisors sold 230 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $23.7K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.74% of 4Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • 4Wealth Advisors 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.
  • 297 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.