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Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$282K Sell
2,584
-72
-3% -$7.42K 0.1% 81
2026
Q1 		$251K Buy
2,656
+12
+0.5% +$1.16K 0.11% 85
2025
Q4 		$241K Buy
2,644
+16
+0.6% +$1.44K 0.1% 72
2025
Q3 		$233K Sell
2,628
-161
-6% -$13.7K 0.1% 68
2025
Q2 		$222K Buy
2,789
+15
+0.5% +$1.14K 0.21% 51
2025
Q1 		$217K Buy
2,774
+12
+0.4% +$1.02K 0.12% 66
2024
Q4 		$241K Sell
2,762
-29
-1% -$2.59K 0.13% 70
2024
Q3 		$242K Buy
2,791
+15
+0.5% +$1.26K 0.14% 66
2024
Q2 		$217K Buy
2,776
+18
+0.7% +$1.43K 0.14% 66
2024
Q1 		$229K Buy
2,758
+186
+7% +$14.9K 0.16% 65
2023
Q4 		$214K Buy
+2,572
New +$190K 0.2% 57
2022
Q1 		– Sell
-3,293
Closed -$279K – 75
2021
Q4 		$279K Buy
+3,293
New +$281K 0.23% 71

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

Capstone Wealth Management Group (Pennsylvania)'s SLYV Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.7% in Q2 2026, selling an estimated $7.42K and leaving 2,584 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #81.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SLYV in Q4 2021 and has held it in 12 quarters since. 620 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 2,584 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $282K as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 72 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $7.42K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.1% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #81 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and has held it in 12 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 Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.