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

Leicht 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 		$8.56M Buy
+78,485
New +$8.09M 3.51% 10

Other funds holding SLYV

PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 78,485 shares worth $8.56M. The stake represents 3.51% of the portfolio and ranks #10 among its holdings.

378 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Leicht Financial Planning & Wealth Management held 78,485 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $8.56M as of Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF was a new Leicht Financial Planning & Wealth Management position in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 3.51% of Leicht Financial Planning & Wealth Management's portfolio in Q2 2026, its #10 holding.
  • 378 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.