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 Q3	$2.26M	Sell	22,080 -507	-2%	-$54.9K	0.83%	23
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

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Leslie Global Wealth's SLYV Position: Q3 2026 in Review

Leslie Global Wealth reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.2% in Q3 2026, selling an estimated $54.9K and leaving 22,080 shares worth $2.26M. The position accounts for 0.83% of the portfolio, ranked #23.

Leslie Global Wealth first reported a position in SLYV in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.46M in Q2 2026. 281 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Leslie Global Wealth held 22,080 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.26M as of Q3 2026.
Leslie Global Wealth sold 507 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $54.9K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.83% of Leslie Global Wealth's portfolio in Q3 2026, its #23 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 10 quarters since.
Leslie Global Wealth's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2.46M in Q2 2026.
281 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.