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

IAG 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
Q1 		$789K Sell
8,341
-819
-9% -$79.2K 0.09% 76
2025
Q4 		$833K Sell
9,160
-28
-0.3% -$2.52K 0.1% 75
2025
Q3 		$815K Buy
9,188
+29
+0.3% +$2.47K 0.1% 75
2025
Q2 		$731K Sell
9,159
-1,094
-11% -$83K 0.1% 74
2025
Q1 		$804K Buy
10,253
+152
+2% +$12.9K 0.12% 66
2024
Q4 		$881K Sell
10,101
-335
-3% -$29.9K 0.16% 57
2024
Q3 		$906K Sell
10,436
-51
-0.5% -$4.27K 0.17% 55
2024
Q2 		$821K Sell
10,487
-193
-2% -$15.3K 0.17% 54
2024
Q1 		$886K Sell
10,680
-606
-5% -$48.6K 0.19% 52
2023
Q4 		$940K Buy
11,286
+6,109
+118% +$452K 0.21% 49
2023
Q3 		$375K Buy
5,177
+1,960
+61% +$151K 0.1% 57
2023
Q2 		$248K Sell
3,217
-13
-0.4% -$967 0.07% 74
2023
Q1 		$246K Sell
3,230
-1,985
-38% -$158K 0.07% 68
2022
Q4 		$387K Buy
5,215
+1,562
+43% +$117K 0.11% 54
2022
Q3 		$245K Buy
3,653
+215
+6% +$16.2K 0.08% 56
2022
Q2 		$249K Buy
3,438
+1,015
+42% +$79.2K 0.08% 55
2022
Q1 		$202K Hold
2,423
– – 0.06% 66
2021
Q4 		$205K Buy
2,423
+391
+19% +$33.4K 0.07% 61
2021
Q3 		$167K Hold
2,032
– – 0.06% 60
2021
Q2 		$175K Hold
2,032
– – 0.06% 53
2021
Q1 		$167K Sell
2,032
-170
-8% -$13.1K 0.06% 56
2020
Q4 		$146K Sell
2,202
-20
-0.9% -$1.19K 0.06% 62
2020
Q3 		$112K Sell
2,222
-1,105
-33% -$56.7K 0.05% 67
2020
Q2 		$164K Sell
3,327
-53
-2% -$2.43K 0.08% 54
2020
Q1 		$139K Sell
3,380
-13,091
-79% -$741K 0.09% 57
2019
Q4 		$1.08M Buy
+16,471
New +$1.04M 0.71% 25

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

IAG Wealth Partners's SLYV Position: Q1 2026 in Review

IAG Wealth Partners reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 8.9% in Q1 2026, selling an estimated $79.2K and leaving 8,341 shares worth $789K. The position accounts for 0.09% of the portfolio, ranked #76.

IAG Wealth Partners first reported a position in SLYV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.08M in Q4 2019. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • IAG Wealth Partners held 8,341 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $789K as of Q1 2026.
  • IAG Wealth Partners sold 819 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $79.2K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.09% of IAG Wealth Partners's portfolio in Q1 2026, its #76 holding.
  • IAG Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.08M in Q4 2019.
  • 595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.