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 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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AFP

Arnold Financial Planning Hiawatha, Iowa $134M AUM

Commonwealth Financial Services's SLYV Position: Q2 2026 in Review

Commonwealth Financial Services reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.8% in Q2 2026, selling an estimated $14.4K and leaving 7,562 shares worth $825K. The position accounts for 0.11% of the portfolio, ranked #112.

Commonwealth Financial Services first reported a position in SLYV in Q3 2023 and has held it in 12 quarters since. 117 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Commonwealth Financial Services held 7,562 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $825K as of Q2 2026.
Commonwealth Financial Services sold 140 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $14.4K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.11% of Commonwealth Financial Services's portfolio in Q2 2026, its #112 holding.
Commonwealth Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
117 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.