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

Integrity Wealth Solutions’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	$577K	Buy	5,290 +19	+0.4%	+$1.96K	0.21%	74
2026 Q1	$499K	Buy	5,271 +21	+0.4%	+$2.03K	0.2%	78
2025 Q4	$478K	Buy	5,250 +30	+0.6%	+$2.7K	0.19%	77
2025 Q3	$463K	Buy	5,220 +25	+0.5%	+$2.13K	0.21%	72
2025 Q2	$414K	Sell	5,195 -705	-12%	-$53.5K	0.2%	79
2025 Q1	$463K	Buy	5,900 +20	+0.3%	+$1.7K	0.25%	70
2024 Q4	$513K	Buy	5,880 +36	+0.6%	+$3.22K	0.29%	63
2024 Q3	$507K	Sell	5,844 -767	-12%	-$64.2K	0.3%	62
2024 Q2	$518K	Sell	6,611 -194	-3%	-$15.4K	0.34%	60
2024 Q1	$565K	Sell	6,805 -177	-3%	-$14.2K	0.37%	59
2023 Q4	$582K	Buy	+6,982	New	+$516K	0.4%	53

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

Integrity Wealth Solutions's SLYV Position: Q2 2026 in Review

Integrity Wealth Solutions increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.36% in Q2 2026, buying an estimated $1.96K and bringing the position to 5,290 shares worth $577K. The position accounts for 0.21% of the portfolio, ranked #74.

Integrity Wealth Solutions first reported a position in SLYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $582K in Q4 2023. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Integrity Wealth Solutions held 5,290 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $577K as of Q2 2026.
Integrity Wealth Solutions bought 19 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $1.96K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.21% of Integrity Wealth Solutions's portfolio in Q2 2026, its #74 holding.
Integrity Wealth Solutions first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Integrity Wealth Solutions's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $582K in Q4 2023.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.