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

Leslie Global Wealth’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	$2.46M	Sell	22,587 -1,034	-4%	-$107K	0.96%	21
2026 Q1	$2.33M	Buy	23,621 +20,745	+721%	+$2.01M	1.23%	16
2025 Q4	$262K	Sell	2,876 -652	-18%	-$58.6K	0.12%	63
2025 Q3	$313K	Sell	3,528 -74	-2%	-$6.3K	0.15%	57
2025 Q2	$287K	Sell	3,602 -240	-6%	-$18.2K	0.15%	60
2025 Q1	$301K	Buy	3,842 +300	+8%	+$25.4K	0.15%	58
2024 Q4	$309K	Sell	3,542 -1,228	-26%	-$110K	0.14%	53
2024 Q3	$414K	Sell	4,770 -500	-9%	-$41.9K	0.2%	44
2024 Q2	$413K	Buy	+5,270	New	+$419K	0.24%	36

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

Leslie Global Wealth's SLYV Position: Q2 2026 in Review

Leslie Global Wealth reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4.4% in Q2 2026, selling an estimated $107K and leaving 22,587 shares worth $2.46M. The position accounts for 0.96% of the portfolio, ranked #21.

Leslie Global Wealth first reported a position in SLYV in Q2 2024 and has held it in 9 quarters since. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Leslie Global Wealth held 22,587 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.46M as of Q2 2026.
Leslie Global Wealth sold 1,034 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $107K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.96% of Leslie Global Wealth's portfolio in Q2 2026, its #21 holding.
Leslie Global Wealth first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.