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

Kassira 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	$2.29M	Sell	20,990 -148	-0.7%	-$15.2K	1.84%	16
2026 Q1	$2M	Buy	21,138 +86	+0.4%	+$8.31K	1.84%	16
2025 Q4	$1.92M	Sell	21,052 -409	-2%	-$36.8K	1.82%	20
2025 Q3	$1.9M	Buy	+21,461	New	+$1.83M	1.83%	18

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

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

Kassira Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.7% in Q2 2026, selling an estimated $15.2K and leaving 20,990 shares worth $2.29M. The position accounts for 1.84% of the portfolio, ranked #16.

Kassira Wealth Management first reported a position in SLYV in Q3 2025 and has held it in 4 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Kassira Wealth Management held 20,990 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.29M as of Q2 2026.
Kassira Wealth Management sold 148 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $15.2K.
State Street SPDR S&P 600 Small Cap Value ETF made up 1.84% of Kassira Wealth Management's portfolio in Q2 2026, its #16 holding.
Kassira Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.