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 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 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

Clarity Wealth Development's SLYV Position: Q1 2026 in Review

Clarity Wealth Development reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 8.9% in Q1 2026, selling an estimated $56.5K and leaving 5,971 shares worth $565K. The position accounts for 0.46% of the portfolio, ranked #26.

Clarity Wealth Development first reported a position in SLYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $653K in Q4 2024. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Clarity Wealth Development held 5,971 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $565K as of Q1 2026.
Clarity Wealth Development sold 584 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $56.5K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.46% of Clarity Wealth Development's portfolio in Q1 2026, its #26 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 6 quarters since.
Clarity Wealth Development's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $653K in Q4 2024.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Clarity Wealth Development's 13F filing for Q1 2026, filed 22 Apr 2026.