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

HB 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 Q2	$434K	Buy	+3,977	New	+$410K	﹤0.01%	1179
2025 Q2	–	Sell	-2,942	Closed	-$231K	–	1285
2025 Q1	$231K	Buy	2,942 +241	+9%	+$20.4K	﹤0.01%	1080
2024 Q4	$236K	Buy	2,701 +244	+10%	+$21.8K	﹤0.01%	908
2024 Q3	$213K	Buy	+2,457	New	+$206K	﹤0.01%	870
2024 Q2	–	Sell	-2,412	Closed	-$200K	–	959
2024 Q1	$200K	Sell	2,412 -60	-2%	-$4.81K	﹤0.01%	799
2023 Q4	$206K	Buy	+2,472	New	+$183K	﹤0.01%	738

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

HB Wealth Management's SLYV Position: Q2 2026 in Review

HB Wealth Management opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 3,977 shares worth $434K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in SLYV as recently as Q1 2025.

HB Wealth Management first reported a position in SLYV in Q4 2023 and has held it in 6 quarters since. 620 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

HB Wealth Management held 3,977 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $434K as of Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF was a new HB Wealth Management position in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1179 holding.
HB Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and has held it in 6 quarters since.
620 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.