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

Cassaday & Co 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
-10
Closed -$946 – 1420
2026
Q1 		$946 Buy
+10
New +$967 ﹤0.01% 1134

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

Cassaday & Co Wealth Management's SLYV Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026, closing a stake of 10 shares — an estimated $946 sold.

Cassaday & Co Wealth Management first reported a position in SLYV in Q1 2026 and held it in 1 quarter. The position peaked at $946 in Q1 2026. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Cassaday & Co 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.
  • Cassaday & Co Wealth Management sold 10 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $946.
  • Cassaday & Co Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $946 in Q1 2026.
  • 615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.