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

Bullock 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	$16.2K	Buy	149 +1	+0.7%	+$103	0.01%	387
2026 Q1	$14K	Buy	148 +1	+0.7%	+$97	0.01%	391
2025 Q4	$13.4K	Buy	147 +1	+0.7%	+$90	0.01%	377
2025 Q3	$13.1K	Hold	146	–	–	0.01%	386
2025 Q2	$11.9K	Buy	146 +1	+0.7%	+$76	0.01%	374
2025 Q1	$11.4K	Buy	145 +1	+0.7%	+$85	0.01%	364
2024 Q4	$12.6K	Buy	144 +1	+0.7%	+$89	0.01%	368
2024 Q3	$12.2K	Buy	143 +1	+0.7%	+$84	0.01%	352
2024 Q2	$11K	Sell	142 -47	-25%	-$3.73K	0.01%	343
2024 Q1	$15.5K	Buy	+189	New	+$15.2K	0.01%	324

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

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

Bullock Wealth Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.68% in Q2 2026, buying an estimated $103 and bringing the position to 149 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #387.

Bullock Wealth Management first reported a position in SLYV in Q1 2024 and has held it in 10 quarters since. 619 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Bullock Wealth Management held 149 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $16.2K as of Q2 2026.
Bullock Wealth Management bought 1 State Street SPDR S&P 600 Small Cap Value ETF share in Q2 2026, an estimated $103.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #387 holding.
Bullock Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
619 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.