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

Evermay 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 		$261K Hold
2,390
– – 0.03% 180
2026
Q1 		$226K Hold
2,390
– – 0.03% 182
2025
Q4 		$217K Sell
2,390
-125
-5% -$11.2K 0.02% 187
2025
Q3 		$223K Hold
2,515
– – 0.03% 187
2025
Q2 		$201K Hold
2,515
– – 0.02% 199
2025
Q1 		$197K Hold
2,515
– – 0.03% 189
2024
Q4 		$219K Hold
2,515
– – 0.03% 185
2024
Q3 		$218K Sell
2,515
-48
-2% -$4.02K 0.04% 188
2024
Q2 		$201K Hold
2,563
– – 0.03% 196
2024
Q1 		$213K Buy
2,563
+48
+2% +$3.85K 0.03% 196
2023
Q4 		$210K Hold
2,515
– – 0.04% 177
2023
Q3 		$182K Hold
2,515
– – 0.04% 174
2023
Q2 		$194K Hold
2,515
– – 0.04% 180
2023
Q1 		$192K Hold
2,515
– – 0.04% 178
2022
Q4 		$187K Hold
2,515
– – 0.04% 171
2022
Q3 		$169K Hold
2,515
– – 0.03% 174
2022
Q2 		$182K Buy
2,515
+170
+7% +$13.3K 0.04% 168
2022
Q1 		$195K Buy
+2,345
New +$194K 0.03% 192

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
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

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

Evermay Wealth Management held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 2,390 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #180.

Evermay Wealth Management first reported a position in SLYV in Q1 2022 and has held it in 18 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Evermay Wealth Management held 2,390 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $261K as of Q2 2026.
  • Evermay Wealth Management left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Evermay Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.