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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Abound Wealth Management's SLYV Position: Q2 2026 in Review

Abound Wealth Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.48% in Q2 2026, buying an estimated $721 and bringing the position to 1,477 shares worth $161K. The position accounts for 0.03% of the portfolio, ranked #113.

Abound Wealth Management first reported a position in SLYV in Q3 2022 and has held it in 16 quarters since. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Abound Wealth Management held 1,477 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $161K as of Q2 2026.
Abound Wealth Management bought 7 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $721.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.03% of Abound Wealth Management's portfolio in Q2 2026, its #113 holding.
Abound Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.