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

Financial Network 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 Q1	$288K	Buy	3,041 +53	+2%	+$5.12K	0.29%	70
2025 Q4	$272K	Buy	2,988 +21	+0.7%	+$1.89K	0.28%	75
2025 Q3	$263K	Sell	2,967 -580	-16%	-$49.4K	0.29%	72
2025 Q2	$283K	Sell	3,547 -620	-15%	-$47K	0.34%	61
2025 Q1	$327K	Buy	4,167 +621	+18%	+$52.7K	0.43%	48
2024 Q4	$309K	Sell	3,546 -2,716	-43%	-$243K	0.58%	32
2024 Q3	$544K	Buy	6,262 +194	+3%	+$16.2K	0.45%	51
2024 Q2	$475K	Sell	6,068 -8,707	-59%	-$691K	0.36%	64
2024 Q1	$1.23M	Sell	14,775 -22	-0.1%	-$1.76K	1.22%	18
2023 Q4	$1.23M	Buy	+14,797	New	+$1.09M	1.31%	17

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Network Wealth Advisors's SLYV Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.8% in Q1 2026, buying an estimated $5.12K and bringing the position to 3,041 shares worth $288K. The position accounts for 0.29% of the portfolio, ranked #70.

Financial Network Wealth Advisors first reported a position in SLYV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.23M in Q4 2023. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Financial Network Wealth Advisors held 3,041 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $288K as of Q1 2026.
Financial Network Wealth Advisors bought 53 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $5.12K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.29% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #70 holding.
Financial Network 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 10 quarters since.
Financial Network Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.23M in Q4 2023.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.