Founders Grove Wealth Partners’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Founders Grove Wealth Partners’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	$1.63M	Sell	14,971 -89	-0.6%	-$9.17K	0.33%	65
2026 Q1	$1.42M	Hold	15,060	–	–	0.32%	66
2025 Q4	$1.37M	Buy	15,060 +154	+1%	+$13.8K	0.31%	63
2025 Q3	$1.32M	Sell	14,906 -181	-1%	-$15.4K	0.31%	63
2025 Q2	$1.2M	Sell	15,087 -408	-3%	-$30.9K	0.3%	64
2025 Q1	$1.21M	Buy	15,495 +1,305	+9%	+$111K	0.34%	59
2024 Q4	$1.24M	Buy	+14,190	New	+$1.27M	0.36%	57

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

Founders Grove Wealth Partners's SLYV Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.59% in Q2 2026, selling an estimated $9.17K and leaving 14,971 shares worth $1.63M. The position accounts for 0.33% of the portfolio, ranked #65.

Founders Grove Wealth Partners first reported a position in SLYV in Q4 2024 and has held it in 7 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Founders Grove Wealth Partners held 14,971 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.63M as of Q2 2026.
Founders Grove Wealth Partners sold 89 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $9.17K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.33% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #65 holding.
Founders Grove Wealth Partners 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.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.