Kennebec Savings Bank’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Kennebec Savings Bank’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	$129K	Sell	1,179 -40	-3%	-$4.12K	0.1%	118
2026 Q1	$115K	Sell	1,219 -28	-2%	-$2.71K	0.1%	103
2025 Q4	$113K	Sell	1,247 -20	-2%	-$1.8K	0.1%	109
2025 Q3	$112K	Sell	1,267 -1,032	-45%	-$87.9K	0.1%	107
2025 Q2	$183K	Hold	2,299	–	–	0.18%	92
2025 Q1	$180K	Sell	2,299 -58	-2%	-$4.92K	0.19%	93
2024 Q4	$202K	Hold	2,357	–	–	0.2%	94
2024 Q3	$205K	Buy	+2,357	New	+$197K	0.2%	93

Other funds holding SLYV

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Arnold Financial Planning Hiawatha, Iowa $134M AUM

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return