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

Cornerstone Wealth Management’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	$590K	Buy	5,410 +1,073	+25%	+$111K	0.03%	450
2026 Q1	$410K	Sell	4,337 -5	-0.1%	-$483	0.02%	499
2025 Q4	$395K	Buy	4,342 +796	+22%	+$71.5K	0.02%	480
2025 Q3	$314K	Sell	3,546 -21	-0.6%	-$1.79K	0.02%	511
2025 Q2	$284K	Sell	3,567 -98	-3%	-$7.43K	0.02%	526
2025 Q1	$287K	Sell	3,665 -215	-6%	-$18.2K	0.02%	485
2024 Q4	$339K	Buy	3,880 +293	+8%	+$26.2K	0.02%	435
2024 Q3	$311K	Buy	3,587 +765	+27%	+$64K	0.02%	450
2024 Q2	$221K	Sell	2,822 -354	-11%	-$28.1K	0.02%	502
2024 Q1	$263K	Sell	3,176 -156	-5%	-$12.5K	0.02%	460
2023 Q4	$278K	Sell	3,332 -4,600	-58%	-$340K	0.02%	425
2023 Q3	$574K	Sell	7,932 -1,505	-16%	-$116K	0.05%	265
2023 Q2	$728K	Sell	9,437 -650	-6%	-$48.3K	0.07%	239
2023 Q1	$768K	Buy	+10,087	New	+$801K	0.08%	212
2022 Q3	$602K	Sell	8,964 -332	-4%	-$25K	0.07%	225
2022 Q2	$673K	Buy	9,296 +182	+2%	+$14.2K	0.07%	212
2022 Q1	$759K	Sell	9,114 -1,372	-13%	-$114K	0.07%	212
2021 Q4	$886K	Sell	10,486 -689	-6%	-$58.9K	0.08%	201
2021 Q3	$916K	Buy	11,175 +2,097	+23%	+$172K	0.1%	192
2021 Q2	$778K	Sell	9,078 -117	-1%	-$9.96K	0.08%	219
2021 Q1	$754K	Sell	9,195 -1,186	-11%	-$91.4K	0.09%	204
2020 Q4	$687K	Buy	10,381 +6,237	+151%	+$371K	0.09%	200
2020 Q3	$208K	Buy	+4,144	New	+$213K	0.03%	365
2020 Q1	–	Sell	-5,532	Closed	-$364K	–	373
2019 Q4	$364K	Buy	5,532 +761	+16%	+$48.2K	0.06%	242
2019 Q3	$292K	Buy	4,771 +703	+17%	+$42.2K	0.05%	269
2019 Q2	$248K	Buy	4,068 +556	+16%	+$33.7K	0.04%	307
2019 Q1	$267K	Buy	+3,512	New	+$212K	0.03%	417

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

Cornerstone Wealth Management's SLYV Position: Q2 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 25% in Q2 2026, buying an estimated $111K and bringing the position to 5,410 shares worth $590K. The position accounts for 0.03% of the portfolio, ranked #450.

Cornerstone Wealth Management first reported a position in SLYV in Q1 2019 and has held it in 27 quarters since. The position peaked at $916K in Q3 2021. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Cornerstone Wealth Management held 5,410 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $590K as of Q2 2026.
Cornerstone Wealth Management bought 1,073 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $111K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #450 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2019 and has held it in 27 quarters since.
Cornerstone Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $916K in Q3 2021.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.