Brady Martz Wealth Solutions’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Brady Martz Wealth Solutions’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	$2.37M	Buy	21,708 +27	+0.1%	+$2.78K	0.36%	63
2026 Q1	$2.05M	Sell	21,681 -81	-0.4%	-$7.83K	0.35%	66
2025 Q4	$1.98M	Buy	21,762 +35	+0.2%	+$3.15K	0.35%	57
2025 Q3	$1.93M	Sell	21,727 -732	-3%	-$62.4K	0.35%	61
2025 Q2	$1.79M	Sell	22,459 -2,123	-9%	-$161K	0.35%	60
2025 Q1	$1.93M	Buy	24,582 +631	+3%	+$53.5K	0.44%	54
2024 Q4	$2.08M	Buy	+23,951	New	+$2.14M	0.5%	50

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

Brady Martz Wealth Solutions's SLYV Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.12% in Q2 2026, buying an estimated $2.78K and bringing the position to 21,708 shares worth $2.37M. The position accounts for 0.36% of the portfolio, ranked #63.

Brady Martz Wealth Solutions first reported a position in SLYV in Q4 2024 and has held it in 7 quarters since. 620 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Brady Martz Wealth Solutions held 21,708 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.37M as of Q2 2026.
Brady Martz Wealth Solutions bought 27 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $2.78K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.36% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #63 holding.
Brady Martz Wealth Solutions first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
620 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.