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

Inman Jager 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 		$1.06M Buy
11,249
+40
+0.4% +$3.87K 0.62% 47
2025
Q4 		$1.02M Sell
11,209
-1,178
-10% -$106K 0.62% 46
2025
Q3 		$1.1M Buy
12,387
+135
+1% +$11.5K 0.7% 42
2025
Q2 		$977K Buy
12,252
+302
+3% +$22.9K 0.66% 44
2025
Q1 		$937K Buy
11,950
+184
+2% +$15.6K 0.7% 45
2024
Q4 		$1.03M Buy
+11,766
New +$1.05M 0.8% 36

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

Inman Jager Wealth Management's SLYV Position: Q1 2026 in Review

Inman Jager Wealth Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.36% in Q1 2026, buying an estimated $3.87K and bringing the position to 11,249 shares worth $1.06M. The position accounts for 0.62% of the portfolio, ranked #47.

Inman Jager Wealth Management first reported a position in SLYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q3 2025. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • Inman Jager Wealth Management held 11,249 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.06M as of Q1 2026.
  • Inman Jager Wealth Management bought 40 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $3.87K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.62% of Inman Jager Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Inman Jager Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Inman Jager Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.1M in Q3 2025.
  • 595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.