Keeler & Nadler Financial Planning & Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Keeler & Nadler Financial Planning & 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	$2.45M	Sell	22,434 -483	-2%	-$49.8K	0.69%	26
2026 Q1	$2.17M	Buy	22,917 +47	+0.2%	+$4.54K	0.74%	26
2025 Q4	$2.08M	Sell	22,870 -2,810	-11%	-$253K	0.72%	23
2025 Q3	$2.28M	Sell	25,680 -507	-2%	-$43.2K	0.83%	22
2025 Q2	$2.09M	Buy	26,187 +126	+0.5%	+$9.56K	0.84%	26
2025 Q1	$2.04M	Sell	26,061 -2,274	-8%	-$193K	0.92%	24
2024 Q4	$2.47M	Sell	28,335 -3,900	-12%	-$348K	1.16%	20
2024 Q3	$2.8M	Sell	32,235 -3,943	-11%	-$330K	1.36%	19
2024 Q2	$2.83M	Sell	36,178 -6,058	-14%	-$481K	1.56%	17
2024 Q1	$3.5M	Sell	42,236 -10,694	-20%	-$857K	2.1%	15
2023 Q4	$4.41M	Buy	+52,930	New	+$3.91M	3.19%	10
2022 Q4	$4.02M	Buy	+54,131	New	+$4.06M	3.64%	10
2021 Q4	$4.62M	Buy	+54,494	New	+$4.65M	4.25%	8

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

Keeler & Nadler Financial Planning & Wealth Management's SLYV Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.1% in Q2 2026, selling an estimated $49.8K and leaving 22,434 shares worth $2.45M. The position accounts for 0.69% of the portfolio, ranked #26.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in SLYV in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.62M in Q4 2021. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 22,434 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.45M as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management sold 483 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $49.8K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.69% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #26 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and has held it in 13 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $4.62M in Q4 2021.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.