CWD
SLYV icon

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

Clarity Wealth Development’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 		$202K Sell
1,847
-4,124
-69% -$425K 0.11% 59
2026
Q1 		$565K Sell
5,971
-584
-9% -$56.5K 0.46% 26
2025
Q4 		$596K Sell
6,555
-81
-1% -$7.28K 0.5% 25
2025
Q3 		$599K Sell
6,636
-301
-4% -$25.6K 0.54% 25
2025
Q2 		$553K Hold
6,937
– – 0.55% 28
2025
Q1 		$511K Sell
6,937
-408
-6% -$34.6K 0.57% 27
2024
Q4 		$653K Buy
+7,345
New +$656K 0.71% 22

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

Clarity Wealth Development's SLYV Position: Q2 2026 in Review

Clarity Wealth Development reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 69% in Q2 2026, selling an estimated $425K and leaving 1,847 shares worth $202K. The position accounts for 0.11% of the portfolio, ranked #59.

Clarity Wealth Development first reported a position in SLYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $653K in Q4 2024. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Clarity Wealth Development held 1,847 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $202K as of Q2 2026.
  • Clarity Wealth Development sold 4,124 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $425K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.11% of Clarity Wealth Development's portfolio in Q2 2026, its #59 holding.
  • Clarity Wealth Development 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.
  • Clarity Wealth Development's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $653K in Q4 2024.
  • 616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Clarity Wealth Development's 13F filing for Q2 2026, filed 27 Jul 2026.