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

Market Street Wealth Management 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	$459K	Hold	4,208	–	–	0.07%	82
2026 Q1	$398K	Hold	4,208	–	–	0.06%	78
2025 Q4	$383K	Sell	4,208 -13	-0.3%	-$1.17K	0.06%	79
2025 Q3	$374K	Buy	4,221 +13	+0.3%	+$1.11K	0.06%	80
2025 Q2	$336K	Sell	4,208 -62	-1%	-$4.7K	0.05%	82
2025 Q1	$335K	Sell	4,270 -798	-16%	-$67.7K	0.06%	81
2024 Q4	$442K	Sell	5,068 -74	-1%	-$6.61K	0.07%	73
2024 Q3	$446K	Sell	5,142 -437	-8%	-$36.6K	0.07%	73
2024 Q2	$437K	Sell	5,579 -656	-11%	-$52.1K	0.07%	73
2024 Q1	$517K	Sell	6,235 -2,227	-26%	-$179K	0.09%	73
2023 Q4	$705K	Sell	8,462 -3,086	-27%	-$228K	0.15%	64
2023 Q3	$836K	Sell	11,548 -310	-3%	-$24K	0.21%	56
2023 Q2	$915K	Sell	11,858 -510	-4%	-$37.9K	0.23%	55
2023 Q1	$942K	Hold	12,368	–	–	0.25%	55
2022 Q4	$918K	Hold	12,368	–	–	0.27%	62
2022 Q3	$830K	Sell	12,368 -3,556	-22%	-$267K	0.26%	61
2022 Q2	$1.15M	Hold	15,924	–	–	0.36%	55
2022 Q1	$1.33M	Sell	15,924 -3,566	-18%	-$295K	0.47%	44
2021 Q4	$1.65M	Sell	19,490 -1,600	-8%	-$137K	0.54%	38
2021 Q3	$1.73M	Sell	21,090 -1,520	-7%	-$125K	0.69%	30
2021 Q2	$1.94M	Sell	22,610 -5,108	-18%	-$435K	0.85%	27
2021 Q1	$2.27M	Hold	27,718	–	–	1.35%	20
2020 Q4	$1.83M	Sell	27,718 -558	-2%	-$33.2K	1.43%	19
2020 Q3	$1.42M	Sell	28,276 -5,948	-17%	-$305K	1.27%	22
2020 Q2	$1.68M	Hold	34,224	–	–	1.53%	20
2020 Q1	$1.4M	Buy	+34,224	New	+$1.94M	1.51%	20

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

Market Street Wealth Management Advisors's SLYV Position: Q2 2026 in Review

Market Street Wealth Management Advisors held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 4,208 shares worth $459K. The position accounts for 0.07% of the portfolio, ranked #82.

Market Street Wealth Management Advisors first reported a position in SLYV in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.27M in Q1 2021. 619 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Market Street Wealth Management Advisors held 4,208 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $459K as of Q2 2026.
Market Street Wealth Management Advisors left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.07% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #82 holding.
Market Street Wealth Management Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
Market Street Wealth Management Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2.27M in Q1 2021.
619 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.