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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s SLYV Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.45% in Q1 2026, buying an estimated $1.16K and bringing the position to 2,656 shares worth $251K. The position accounts for 0.11% of the portfolio, ranked #85.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SLYV in Q4 2021 and has held it in 11 quarters since. The position peaked at $279K in Q4 2021. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 2,656 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $251K as of Q1 2026.
Capstone Wealth Management Group (Pennsylvania) bought 12 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $1.16K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.11% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #85 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 11 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR S&P 600 Small Cap Value ETF position peaked at $279K in Q4 2021.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.