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 Q3	–	Sell	-1,857	Closed	-$203K	–	314
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Accel Wealth Management's SLYV Position: Q3 2026 in Review

Accel Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2026, closing a stake of 1,857 shares — an estimated $203K sold.

Accel Wealth Management first reported a position in SLYV in Q2 2023 and held it in 6 quarters. The position peaked at $347K in Q4 2023. 383 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Accel Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2026 after selling out during the quarter.
Accel Wealth Management sold 1,857 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $203K.
Accel Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2023 and held it in 6 quarters.
Accel Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $347K in Q4 2023.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.