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

BCGM 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 		– Sell
-2,757
Closed -$261K – 192
2026
Q1 		$261K Buy
2,757
+12
+0.4% +$1.16K 0.07% 160
2025
Q4 		$250K Sell
2,745
-324
-11% -$29.1K 0.06% 159
2025
Q3 		$272K Buy
3,069
+15
+0.5% +$1.28K 0.07% 153
2025
Q2 		$244K Buy
3,054
+17
+0.6% +$1.29K 0.07% 149
2025
Q1 		$238K Buy
3,037
+13
+0.4% +$1.1K 0.07% 143
2024
Q4 		$264K Sell
3,024
-238
-7% -$21.3K 0.08% 135
2024
Q3 		$283K Buy
3,262
+16
+0.5% +$1.34K 0.09% 133
2024
Q2 		$254K Sell
3,246
-76
-2% -$6.04K 0.09% 136
2024
Q1 		$276K Buy
3,322
+13
+0.4% +$1.04K 0.1% 123
2023
Q4 		$276K Buy
3,309
+23
+0.7% +$1.7K 0.11% 114
2023
Q3 		$238K Buy
3,286
+17
+0.5% +$1.31K 0.11% 112
2023
Q2 		$252K Buy
+3,269
New +$243K 0.11% 106
2023
Q1 		– Sell
-3,240
Closed -$241K – 113
2022
Q4 		$241K Buy
+3,240
New +$243K 0.12% 101

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
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

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

BCGM Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026, closing a stake of 2,757 shares — an estimated $261K sold.

BCGM Wealth Management first reported a position in SLYV in Q4 2022 and held it in 13 quarters. The position peaked at $283K in Q3 2024. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • BCGM Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • BCGM Wealth Management sold 2,757 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $261K.
  • BCGM Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and held it in 13 quarters.
  • BCGM Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $283K in Q3 2024.
  • 615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.