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McKinley Carter Wealth Services’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

McKinley Carter Wealth Services’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 		$209K Buy
+1,920
New +$198K 0.01% 315
2025
Q2 		– Sell
-2,681
Closed -$210K – 317
2025
Q1 		$210K Sell
2,681
-74
-3% -$6.28K 0.01% 295
2024
Q4 		$240K Sell
2,755
-474
-15% -$42.3K 0.01% 270
2024
Q3 		$280K Sell
3,229
-473
-13% -$39.6K 0.02% 264
2024
Q2 		$290K Sell
3,702
-1,002
-21% -$79.6K 0.02% 263
2024
Q1 		$390K Sell
4,704
-1,921
-29% -$154K 0.03% 229
2023
Q4 		$552K Sell
6,625
-261
-4% -$19.3K 0.04% 193
2023
Q3 		$498K Buy
6,886
+1
+0% +$77 0.04% 202
2023
Q2 		$531K Sell
6,885
-570
-8% -$42.4K 0.04% 200
2023
Q1 		$568K Sell
7,455
-84
-1% -$6.67K 0.04% 193
2022
Q4 		$560K Sell
7,539
-618
-8% -$46.4K 0.05% 192
2022
Q3 		$548K Sell
8,157
-2,916
-26% -$219K 0.05% 178
2022
Q2 		$802K Sell
11,073
-207
-2% -$16.2K 0.07% 150
2022
Q1 		$940K Sell
11,280
-18
-0.2% -$1.49K 0.07% 150
2021
Q4 		$957K Sell
11,298
-3,086
-21% -$264K 0.07% 145
2021
Q3 		$1.18M Sell
14,384
-1,030
-7% -$84.6K 0.1% 135
2021
Q2 		$1.32M Sell
15,414
-423
-3% -$36K 0.11% 128
2021
Q1 		$1.3M Sell
15,837
-412
-3% -$31.8K 0.11% 134
2020
Q4 		$1.07M Buy
+16,249
New +$966K 0.14% 124

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

McKinley Carter Wealth Services's SLYV Position: Q2 2026 in Review

McKinley Carter Wealth Services opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 1,920 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #315 among its holdings. This is a return to the name: McKinley Carter Wealth Services previously reported a position in SLYV as recently as Q1 2025.

McKinley Carter Wealth Services first reported a position in SLYV in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.32M in Q2 2021. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • McKinley Carter Wealth Services held 1,920 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $209K as of Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF was a new McKinley Carter Wealth Services position in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #315 holding.
  • McKinley Carter Wealth Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and has held it in 19 quarters since.
  • McKinley Carter Wealth Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.32M in Q2 2021.
  • 617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.