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

CM Wealth Advisors’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	$2.61M	Hold	23,904	–	–	0.47%	25
2026 Q1	$2.26M	Sell	23,904 -277	-1%	-$26.8K	0.48%	27
2025 Q4	$2.2M	Hold	24,181	–	–	0.5%	25
2025 Q3	$2.14M	Hold	24,181	–	–	0.57%	22
2025 Q2	$1.93M	Buy	24,181 +51	+0.2%	+$3.87K	0.57%	21
2025 Q1	$1.89M	Hold	24,130	–	–	0.61%	19
2024 Q4	$2.11M	Hold	24,130	–	–	0.69%	19
2024 Q3	$2.09M	Hold	24,130	–	–	0.68%	17
2024 Q2	$1.89M	Hold	24,130	–	–	0.9%	14
2024 Q1	$1.94M	Hold	24,130	–	–	0.56%	25
2023 Q4	$2.01M	Hold	24,130	–	–	0.86%	17
2023 Q3	$1.78M	Hold	24,130	–	–	0.69%	19
2023 Q2	$1.96M	Hold	24,130	–	–	0.64%	19
2023 Q1	$1.74M	Hold	24,130	–	–	0.34%	65
2022 Q4	$1.79M	Hold	24,130	–	–	0.91%	15
2022 Q3	$1.62M	Hold	24,130	–	–	0.9%	15
2022 Q2	$1.75M	Buy	+24,130	New	+$1.88M	1.07%	15

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

CM Wealth Advisors's SLYV Position: Q2 2026 in Review

CM Wealth Advisors held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 23,904 shares worth $2.61M. The position accounts for 0.47% of the portfolio, ranked #25.

CM Wealth Advisors first reported a position in SLYV in Q2 2022 and has held it in 17 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

CM Wealth Advisors held 23,904 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.61M as of Q2 2026.
CM Wealth Advisors left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.47% of CM Wealth Advisors's portfolio in Q2 2026, its #25 holding.
CM Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.