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

Clark Wealth Partners’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	$41.8K	Buy	383 +204	+114%	+$21K	0.02%	124
2026 Q1	$17K	Hold	179	–	–	0.01%	202
2025 Q4	$16.3K	Hold	179	–	–	0.01%	207
2025 Q3	$16.3K	Sell	179 -3	-2%	-$256	0.01%	207
2025 Q2	$14.6K	Buy	182 +3	+2%	+$228	0.01%	184
2025 Q1	$14.1K	Hold	179	–	–	0.01%	170
2024 Q4	$15.7K	Buy	+179	New	+$16K	0.01%	145

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Clark Wealth Partners's SLYV Position: Q2 2026 in Review

Clark Wealth Partners increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 114% in Q2 2026, buying an estimated $21K and bringing the position to 383 shares worth $41.8K. The position accounts for 0.02% of the portfolio, ranked #124.

Clark Wealth Partners first reported a position in SLYV in Q4 2024 and has held it in 7 quarters since. 596 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Clark Wealth Partners held 383 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $41.8K as of Q2 2026.
Clark Wealth Partners bought 204 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $21K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.02% of Clark Wealth Partners's portfolio in Q2 2026, its #124 holding.
Clark Wealth Partners 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.
596 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.