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

Diversify 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	$2.16M	Sell	19,852 -8,174	-29%	-$842K	0.04%	388
2026 Q1	$2.86M	Sell	28,026 -6,328	-18%	-$612K	0.05%	279
2025 Q4	$3.3M	Buy	34,354 +10,389	+43%	+$934K	0.15%	167
2025 Q3	$2.12M	Sell	23,965 -583	-2%	-$49.7K	0.12%	173
2025 Q2	$2.07M	Sell	24,548 -4,463	-15%	-$339K	0.13%	175
2025 Q1	$2.15M	Sell	29,011 -1,063	-4%	-$90.2K	0.16%	160
2024 Q4	$2.56M	Sell	30,074 -724	-2%	-$64.7K	0.2%	133
2024 Q3	$2.63M	Buy	+30,798	New	+$2.58M	0.25%	100

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

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

Diversify Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 29% in Q2 2026, selling an estimated $842K and leaving 19,852 shares worth $2.16M. The position accounts for 0.04% of the portfolio, ranked #388.

Diversify Wealth Management first reported a position in SLYV in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.3M in Q4 2025. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Diversify Wealth Management held 19,852 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.16M as of Q2 2026.
Diversify Wealth Management sold 8,174 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $842K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #388 holding.
Diversify Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Diversify Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.3M in Q4 2025.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.