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

Kingswood Wealth Advisors’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	$3.07M	Buy	28,140 +2,464	+10%	+$254K	0.12%	183
2026 Q1	$2.43M	Buy	25,676 +77	+0.3%	+$7.44K	0.12%	199
2025 Q4	$2.33M	Sell	25,599 -875	-3%	-$78.6K	0.11%	184
2025 Q3	$2.35M	Buy	26,474 +185	+0.7%	+$15.8K	0.14%	160
2025 Q2	$2.1M	Buy	26,289 +729	+3%	+$55.3K	0.17%	133
2025 Q1	$2M	Sell	25,560 -88	-0.3%	-$7.46K	0.18%	134
2024 Q4	$2.24M	Buy	+25,648	New	+$2.29M	0.17%	133

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

Kingswood Wealth Advisors's SLYV Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 9.6% in Q2 2026, buying an estimated $254K and bringing the position to 28,140 shares worth $3.07M. The position accounts for 0.12% of the portfolio, ranked #183.

Kingswood Wealth Advisors first reported a position in SLYV in Q4 2024 and has held it in 7 quarters since. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Kingswood Wealth Advisors held 28,140 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.07M as of Q2 2026.
Kingswood Wealth Advisors bought 2,464 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $254K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.12% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #183 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.