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

Emergent Wealth Advisors’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 		$210K Buy
+1,921
New +$198K 0.11% 115
2024
Q1 		– Sell
-21,071
Closed -$1.76M – 137
2023
Q4 		$1.76M Buy
+21,071
New +$1.56M 1.64% 17

Other funds holding SLYV

GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Emergent Wealth Advisors's SLYV Position: Q2 2026 in Review

Emergent Wealth Advisors opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 1,921 shares worth $210K. The stake represents 0.11% of the portfolio and ranks #115 among its holdings. This is a return to the name: Emergent Wealth Advisors previously reported a position in SLYV as recently as Q4 2023.

Emergent Wealth Advisors first reported a position in SLYV in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.76M in Q4 2023. 153 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Emergent Wealth Advisors held 1,921 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $210K as of Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF was a new Emergent Wealth Advisors position in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.11% of Emergent Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Emergent Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and has held it in 2 quarters since.
  • Emergent Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.76M in Q4 2023.
  • 153 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.