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

Gibbs Wealth Management’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 		$514K Buy
+5,433
New +$525K 0.07% 296
2024
Q2 		– Sell
-6,563
Closed -$545K – 246
2024
Q1 		$545K Buy
+6,563
New +$526K 0.31% 82

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Gibbs Wealth Management's SLYV Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2026: 5,433 shares worth $514K. The stake represents 0.07% of the portfolio and ranks #296 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in SLYV as recently as Q1 2024.

Gibbs Wealth Management first reported a position in SLYV in Q1 2024 and has held it in 2 quarters since. The position peaked at $545K in Q1 2024. 597 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • Gibbs Wealth Management held 5,433 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $514K as of Q1 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF was a new Gibbs Wealth Management position in Q1 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #296 holding.
  • Gibbs Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2024 and has held it in 2 quarters since.
  • Gibbs Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $545K in Q1 2024.
  • 597 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.