Landmark Wealth Management (New York)’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Landmark Wealth Management (New York)’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	$279K	Sell	2,558 -176	-6%	-$18.1K	0.07%	131
2026 Q1	$259K	Buy	+2,734	New	+$264K	0.07%	131
2025 Q4	–	Sell	-2,393	Closed	-$212K	–	89
2025 Q3	$212K	Sell	2,393 -181	-7%	-$15.4K	0.08%	85
2025 Q2	$205K	Buy	+2,574	New	+$195K	0.09%	86
2025 Q1	–	Sell	-2,917	Closed	-$254K	–	76
2024 Q4	$254K	Sell	2,917 -483	-14%	-$43.2K	0.11%	69
2024 Q3	$295K	Sell	3,400 -154	-4%	-$12.9K	0.13%	66
2024 Q2	$278K	Sell	3,554 -303	-8%	-$24.1K	0.22%	43
2024 Q1	$320K	Sell	3,857 -7	-0.2%	-$561	0.15%	60
2023 Q4	$322K	Buy	3,864 +398	+11%	+$29.4K	0.16%	57
2023 Q3	$251K	Buy	3,466 +136	+4%	+$10.5K	0.14%	67
2023 Q2	$257K	Buy	+3,330	New	+$248K	0.23%	37
2022 Q2	–	Sell	-2,722	Closed	-$227K	–	65
2022 Q1	$227K	Buy	+2,722	New	+$225K	0.12%	72

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

Landmark Wealth Management (New York)'s SLYV Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 6.4% in Q2 2026, selling an estimated $18.1K and leaving 2,558 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #131.

Landmark Wealth Management (New York) first reported a position in SLYV in Q1 2022 and has held it in 12 quarters since. The position peaked at $322K in Q4 2023. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Landmark Wealth Management (New York) held 2,558 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $279K as of Q2 2026.
Landmark Wealth Management (New York) sold 176 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $18.1K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.07% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #131 holding.
Landmark Wealth Management (New York) first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2022 and has held it in 12 quarters since.
Landmark Wealth Management (New York)'s State Street SPDR S&P 600 Small Cap Value ETF position peaked at $322K in Q4 2023.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.