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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

PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

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. 328 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.
  • 328 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.