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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
Q2 		$859K Sell
7,875
-466
-6% -$48K 0.09% 78
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 $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
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
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

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

IAG Wealth Partners reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 5.6% in Q2 2026, selling an estimated $48K and leaving 7,875 shares worth $859K. The position accounts for 0.09% of the portfolio, ranked #78.

IAG Wealth Partners first reported a position in SLYV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.08M in Q4 2019. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • IAG Wealth Partners held 7,875 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $859K as of Q2 2026.
  • IAG Wealth Partners sold 466 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $48K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.09% of IAG Wealth Partners's portfolio in Q2 2026, its #78 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 27 quarters since.
  • IAG Wealth Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.08M in Q4 2019.
  • 616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.