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 Q3	$985K	Buy	9,589 +757	+9%	+$82K	0.68%	41
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

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

4Wealth Advisors's SLYV Position: Q3 2026 in Review

4Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 8.6% in Q3 2026, buying an estimated $82K and bringing the position to 9,589 shares worth $985K. The position accounts for 0.68% of the portfolio, ranked #41.

4Wealth Advisors first reported a position in SLYV in Q4 2024 and has held it in 8 quarters since. 273 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

4Wealth Advisors held 9,589 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $985K as of Q3 2026.
4Wealth Advisors bought 757 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $82K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.68% of 4Wealth Advisors's portfolio in Q3 2026, its #41 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 8 quarters since.
273 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.