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

Gateway 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	–	Sell	-2,170	Closed	-$205K	–	930
2026 Q1	$205K	Buy	+2,170	New	+$210K	0.01%	896
2023 Q3	–	Sell	-3,545	Closed	-$274K	–	269
2023 Q2	$274K	Buy	3,545 +5	+0.1%	+$372	0.05%	192
2023 Q1	$270K	Sell	3,540 -222	-6%	-$17.6K	0.04%	177
2022 Q4	$279K	Buy	+3,762	New	+$282K	0.05%	152

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

Gateway Wealth Partners's SLYV Position: Q2 2026 in Review

Gateway Wealth Partners sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026, closing a stake of 2,170 shares — an estimated $205K sold.

Gateway Wealth Partners first reported a position in SLYV in Q4 2022 and held it in 4 quarters. The position peaked at $279K in Q4 2022. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Gateway Wealth Partners reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 2,170 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $205K.
Gateway Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and held it in 4 quarters.
Gateway Wealth Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $279K in Q4 2022.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.