Foundation Wealth Management (Pennsylvania)’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Foundation Wealth Management (Pennsylvania)’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	$2.21M	Sell	20,251 -2,150	-10%	-$221K	0.67%	30
2026 Q1	$2.12M	Sell	22,401 -1,154	-5%	-$112K	0.75%	31
2025 Q4	$2.14M	Sell	23,555 -1,720	-7%	-$155K	0.78%	33
2025 Q3	$2.24M	Sell	25,275 -2,974	-11%	-$253K	0.87%	35
2025 Q2	$2.25M	Sell	28,249 -3,872	-12%	-$294K	0.97%	34
2025 Q1	$2.52M	Sell	32,121 -308	-0.9%	-$26.1K	1.2%	28
2024 Q4	$2.83M	Buy	+32,429	New	+$2.9M	1.37%	24

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Foundation Wealth Management (Pennsylvania)'s SLYV Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 9.6% in Q2 2026, selling an estimated $221K and leaving 20,251 shares worth $2.21M. The position accounts for 0.67% of the portfolio, ranked #30.

Foundation Wealth Management (Pennsylvania) first reported a position in SLYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.83M in Q4 2024. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 20,251 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.21M as of Q2 2026.
Foundation Wealth Management (Pennsylvania) sold 2,150 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $221K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.67% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #30 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Foundation Wealth Management (Pennsylvania)'s State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2.83M in Q4 2024.
618 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.