Commonwealth Financial Services’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Commonwealth Financial Services’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 Q3	–	Sell	-7,562	Closed	-$825K	–	347
2026 Q2	$825K	Sell	7,562 -140	-2%	-$14.4K	0.11%	112
2026 Q1	$728K	Sell	7,702 -560	-7%	-$54.1K	0.12%	97
2025 Q4	$752K	Buy	8,262 +560	+7%	+$50.3K	0.12%	93
2025 Q3	$683K	Sell	7,702 -840	-10%	-$71.6K	0.12%	98
2025 Q2	$681K	Sell	8,542 -261	-3%	-$19.8K	0.13%	92
2025 Q1	$690K	Hold	8,803	–	–	0.14%	93
2024 Q4	$768K	Hold	8,803	–	–	0.15%	79
2024 Q3	$753K	Hold	8,803	–	–	0.15%	80
2024 Q2	$684K	Sell	8,803 -72	-0.8%	-$5.72K	0.14%	84
2024 Q1	$739K	Buy	8,875 +630	+8%	+$50.5K	0.17%	77
2023 Q4	$687K	Sell	8,245 -2,919	-26%	-$216K	0.16%	78
2023 Q3	$808K	Buy	+11,164	New	+$863K	0.24%	71

Other funds holding SLYV

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Commonwealth Financial Services's SLYV Position: Q3 2026 in Review

Commonwealth Financial Services sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2026, closing a stake of 7,562 shares — an estimated $825K sold.

Commonwealth Financial Services first reported a position in SLYV in Q3 2023 and held it in 12 quarters. The position peaked at $825K in Q2 2026. 135 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Commonwealth Financial Services reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2026 after selling out during the quarter.
Commonwealth Financial Services sold 7,562 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $825K.
Commonwealth Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2023 and held it in 12 quarters.
Commonwealth Financial Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $825K in Q2 2026.
135 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.