Coastwise Capital Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Coastwise Capital Group’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	$330K	Buy	3,024 +84	+3%	+$8.65K	0.19%	105
2026 Q1	$278K	Buy	2,940 +13	+0.4%	+$1.26K	0.15%	111
2025 Q4	$266K	Buy	2,927 +20	+0.7%	+$1.8K	0.13%	127
2025 Q3	$258K	Buy	2,907 +30	+1%	+$2.56K	0.18%	109
2025 Q2	$230K	Sell	2,877 -709	-20%	-$53.8K	0.18%	108
2025 Q1	$281K	Buy	3,586 +35	+1%	+$2.97K	0.24%	98
2024 Q4	$310K	Buy	3,551 +33	+0.9%	+$2.95K	0.25%	92
2024 Q3	$305K	Sell	3,518 -104	-3%	-$8.71K	0.25%	94
2024 Q2	$284K	Sell	3,622 -1,066	-23%	-$84.7K	0.27%	90
2024 Q1	$389K	Buy	4,688 +13	+0.3%	+$1.04K	0.36%	74
2023 Q4	$390K	Sell	4,675 -189	-4%	-$14K	0.4%	70
2023 Q3	$352K	Sell	4,864 -25	-0.5%	-$1.93K	0.4%	71
2023 Q2	$377K	Buy	4,889 +10	+0.2%	+$744	0.43%	68
2023 Q1	$372K	Sell	4,879 -625	-11%	-$49.7K	0.42%	66
2022 Q4	$408K	Buy	5,504 +23	+0.4%	+$1.73K	0.48%	61
2022 Q3	$368K	Buy	5,481 +7	+0.1%	+$526	0.58%	58
2022 Q2	$396K	Buy	5,474 +6	+0.1%	+$468	0.48%	62
2022 Q1	$456K	Buy	+5,468	New	+$453K	0.57%	55

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

Coastwise Capital Group's SLYV Position: Q2 2026 in Review

Coastwise Capital Group increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.9% in Q2 2026, buying an estimated $8.65K and bringing the position to 3,024 shares worth $330K. The position accounts for 0.19% of the portfolio, ranked #105.

Coastwise Capital Group first reported a position in SLYV in Q1 2022 and has held it in 18 quarters since. The position peaked at $456K in Q1 2022. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Coastwise Capital Group held 3,024 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $330K as of Q2 2026.
Coastwise Capital Group bought 84 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $8.65K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.19% of Coastwise Capital Group's portfolio in Q2 2026, its #105 holding.
Coastwise Capital Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
Coastwise Capital Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $456K in Q1 2022.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.