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

Accel 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	$203K	Buy	+1,857	New	+$191K	0.05%	291
2025 Q1	–	Sell	-2,395	Closed	-$209K	–	265
2024 Q4	$209K	Hold	2,395	–	–	0.08%	229
2024 Q3	$208K	Buy	+2,395	New	+$200K	0.08%	233
2024 Q1	–	Sell	-4,163	Closed	-$347K	–	234
2023 Q4	$347K	Sell	4,163 -36	-0.9%	-$2.66K	0.17%	127
2023 Q3	$304K	Hold	4,199	–	–	0.17%	121
2023 Q2	$324K	Buy	+4,199	New	+$312K	0.18%	116

Other funds holding SLYV

GIM

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

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

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

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

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

Accel Wealth Management opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 1,857 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #291 among its holdings. This is a return to the name: Accel Wealth Management previously reported a position in SLYV as recently as Q4 2024.

Accel Wealth Management first reported a position in SLYV in Q2 2023 and has held it in 6 quarters since. The position peaked at $347K in Q4 2023. 269 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Accel Wealth Management held 1,857 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $203K as of Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF was a new Accel Wealth Management position in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #291 holding.
Accel Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2023 and has held it in 6 quarters since.
Accel Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $347K in Q4 2023.
269 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

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