McKinley Carter Wealth Services
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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
Q3 		– Sell
-1,920
Closed -$209K – 329
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 		$1.08M Buy
+16,249
New +$966K 0.14% 124

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Dean Jacobson Financial Services
Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

McKinley Carter Wealth Services's SLYV Position: Q3 2026 in Review

McKinley Carter Wealth Services sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2026, closing a stake of 1,920 shares — an estimated $209K sold.

McKinley Carter Wealth Services first reported a position in SLYV in Q4 2020 and held it in 19 quarters. The position peaked at $1.32M in Q2 2021. 415 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

  • McKinley Carter Wealth Services reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,920 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $209K.
  • McKinley Carter Wealth Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and held it in 19 quarters.
  • McKinley Carter Wealth Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.32M in Q2 2021.
  • 415 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.