FEG
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Financial Enhancement Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Financial Enhancement Group’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 		$567K Buy
5,196
+52
+1% +$5.36K 0.07% 101
2026
Q1 		$523K Buy
5,144
+56
+1% +$5.41K 0.06% 104
2025
Q4 		$503K Sell
5,088
-1,415
-22% -$127K 0.07% 109
2025
Q3 		$579K Buy
6,503
+29
+0.4% +$2.47K 0.08% 104
2025
Q2 		$539K Sell
6,474
-403
-6% -$30.6K 0.08% 104
2025
Q1 		$490K Buy
6,877
+101
+1% +$8.57K 0.08% 95
2024
Q4 		$579K Buy
+6,776
New +$605K 0.09% 91
2024
Q3 		– Sell
-5,881
Closed -$502K – 139
2024
Q2 		$502K Sell
5,881
-225,018
-97% -$17.9M 0.08% 90
2024
Q1 		$17.9M Buy
230,899
+8,316
+4% +$667K 2.95% 6
2023
Q4 		$17.2M Buy
+222,583
New +$16.5M 3.04% 6
2020
Q2 		– Sell
-53
Closed -$2K – 300
2020
Q1 		$2K Buy
+53
New +$3K ﹤0.01% 251

Other funds holding SLYV

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return