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

Empirical 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 Q3	$390K	Sell	3,818 -3	-0.1%	-$325	0.01%	867
2026 Q2	$417K	Buy	3,821 +1	+0%	+$103	0.01%	753
2026 Q1	$361K	Sell	3,820 -57	-1%	-$5.51K	0.01%	714
2025 Q4	$353K	Hold	3,877	–	–	0.01%	636
2025 Q3	$344K	Hold	3,877	–	–	0.01%	575
2025 Q2	$309K	Buy	3,877 +90	+2%	+$6.83K	0.01%	527
2025 Q1	$297K	Sell	3,787 -114	-3%	-$9.7K	0.01%	519
2024 Q4	$340K	Sell	3,901 -822	-17%	-$73.4K	0.01%	481
2024 Q3	$410K	Sell	4,723 -104	-2%	-$8.7K	0.01%	408
2024 Q2	$378K	Buy	4,827 +1,270	+36%	+$101K	0.01%	412
2024 Q1	$295K	Buy	3,557 +6	+0.2%	+$481	0.01%	445
2023 Q4	$296K	Sell	3,551 -140	-4%	-$10.4K	0.01%	400
2023 Q3	$267K	Buy	3,691 +1	+0%	+$77	0.01%	391
2023 Q2	$285K	Buy	3,690 +1	+0%	+$74	0.01%	376
2023 Q1	$281K	Sell	3,689 -227	-6%	-$18K	0.01%	398
2022 Q4	$291K	Sell	3,916 -259	-6%	-$19.4K	0.01%	382
2022 Q3	$280K	Buy	4,175 +1	+0%	+$75	0.01%	391
2022 Q2	$302K	Sell	4,174 -96	-2%	-$7.5K	0.02%	385
2022 Q1	$355K	Sell	4,270 -414	-9%	-$34.3K	0.02%	377
2021 Q4	$397K	Buy	4,684 +57	+1%	+$4.87K	0.02%	381
2021 Q3	$379K	Sell	4,627 -1,005	-18%	-$82.5K	0.02%	346
2021 Q2	$483K	Buy	5,632 +1,960	+53%	+$167K	0.03%	306
2021 Q1	$301K	Sell	3,672 -112	-3%	-$8.63K	0.02%	325
2020 Q4	$250K	Buy	+3,784	New	+$225K	0.02%	320
2020 Q1	–	Sell	-4,260	Closed	-$280K	–	357
2019 Q4	$280K	Hold	4,260	–	–	0.03%	270
2019 Q3	$261K	Buy	+4,260	New	+$255K	0.03%	243

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

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 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

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

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

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Empirical Wealth Management's SLYV Position: Q3 2026 in Review

Empirical Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.08% in Q3 2026, selling an estimated $325 and leaving 3,818 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #867.

Empirical Wealth Management first reported a position in SLYV in Q3 2019 and has held it in 26 quarters since. The position peaked at $483K in Q2 2021. 246 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Empirical Wealth Management held 3,818 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $390K as of Q3 2026.
Empirical Wealth Management sold 3 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $325.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #867 holding.
Empirical Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2019 and has held it in 26 quarters since.
Empirical Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $483K in Q2 2021.
246 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.