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

Kingsview 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 		$6.81M Sell
62,404
-6,526
-9% -$672K 0.08% 224
2026
Q1 		$6.52M Sell
68,930
-3,205
-4% -$310K 0.09% 239
2025
Q4 		$6.56M Buy
72,135
+16,270
+29% +$1.46M 0.09% 223
2025
Q3 		$4.95M Buy
55,865
+134
+0.2% +$11.4K 0.08% 272
2025
Q2 		$4.45M Buy
55,731
+3,393
+6% +$257K 0.08% 267
2025
Q1 		$4.1M Buy
52,338
+1,454
+3% +$123K 0.08% 247
2024
Q4 		$4.44M Buy
50,884
+847
+2% +$75.7K 0.09% 220
2024
Q3 		$4.34M Buy
50,037
+19,692
+65% +$1.65M 0.09% 221
2024
Q2 		$2.38M Buy
30,345
+481
+2% +$38.2K 0.06% 304
2024
Q1 		$2.48M Buy
29,864
+451
+2% +$36.2K 0.06% 294
2023
Q4 		$2.45M Sell
29,413
-533
-2% -$39.4K 0.07% 238
2023
Q3 		$2.17M Sell
29,946
-5,687
-16% -$439K 0.08% 265
2023
Q2 		$2.75M Buy
35,633
+767
+2% +$57K 0.11% 198
2023
Q1 		$2.66M Sell
34,866
-2,122
-6% -$169K 0.11% 196
2022
Q4 		$2.75M Buy
36,988
+763
+2% +$57.2K 0.12% 199
2022
Q3 		$2.43M Sell
36,225
-13,416
-27% -$1.01M 0.12% 199
2022
Q2 		$3.59M Buy
49,641
+512
+1% +$40K 0.17% 133
2022
Q1 		$4.09M Sell
49,129
-2,517
-5% -$208K 0.18% 130
2021
Q4 		$4.38M Buy
51,646
+1,967
+4% +$168K 0.18% 125
2021
Q3 		$4.07M Sell
49,679
-3,182
-6% -$261K 0.19% 121
2021
Q2 		$4.57M Buy
52,861
+2,289
+5% +$195K 0.23% 106
2021
Q1 		$4.19M Sell
50,572
-5,531
-10% -$426K 0.24% 98
2020
Q4 		$3.71M Sell
56,103
-7,463
-12% -$443K 0.27% 89
2020
Q3 		$3.18M Sell
63,566
-5,325
-8% -$273K 0.29% 87
2020
Q2 		$3.38M Buy
68,891
+11,975
+21% +$548K 0.34% 73
2020
Q1 		$2.33M Buy
56,916
+13,157
+30% +$744K 0.31% 87
2019
Q4 		$2.88M Buy
43,759
+19,830
+83% +$1.26M 0.36% 79
2019
Q3 		$1.47M Buy
23,929
+5,425
+29% +$325K 0.23% 127
2019
Q2 		$1.12M Buy
+18,504
New +$1.12M 0.19% 139

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
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

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

Kingsview Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 9.5% in Q2 2026, selling an estimated $672K and leaving 62,404 shares worth $6.81M. The position accounts for 0.08% of the portfolio, ranked #224.

Kingsview Wealth Management first reported a position in SLYV in Q2 2019 and has held it in 29 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Kingsview Wealth Management held 62,404 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $6.81M as of Q2 2026.
  • Kingsview Wealth Management sold 6,526 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $672K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.08% of Kingsview Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Kingsview Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2019 and has held it in 29 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 Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.