AWM
SLYV icon

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

Abound Wealth Management’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 		$161K Buy
1,477
+7
+0.5% +$721 0.03% 113
2026
Q1 		$139K Buy
1,470
+7
+0.5% +$677 0.03% 120
2025
Q4 		$133K Buy
1,463
+1
+0.1% +$90 0.03% 115
2025
Q3 		$130K Buy
1,462
+2
+0.1% +$170 0.03% 111
2025
Q2 		$116K Buy
1,460
+1
+0.1% +$76 0.03% 113
2025
Q1 		$114K Buy
1,459
+1,191
+444% +$101K 0.04% 100
2024
Q4 		$23.4K Buy
268
+2
+0.8% +$179 0.01% 262
2024
Q3 		$23.1K Buy
266
+2
+0.8% +$167 0.01% 265
2024
Q2 		$20.7K Buy
264
+2
+0.8% +$159 0.01% 247
2024
Q1 		$21.8K Buy
262
+1
+0.4% +$80 0.01% 234
2023
Q4 		$21.8K Buy
261
+1
+0.4% +$74 0.01% 237
2023
Q3 		$18.8K Buy
260
+2
+0.8% +$155 0.01% 229
2023
Q2 		$19.9K Buy
258
+1
+0.4% +$74 0.01% 219
2023
Q1 		$19.5K Buy
257
+1
+0.4% +$79 0.01% 209
2022
Q4 		$19K Buy
256
+2
+0.8% +$150 0.01% 196
2022
Q3 		$17.1K Buy
+254
New +$19.1K 0.01% 210

Other funds holding SLYV

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $159M AUM