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

McMill Wealth Management’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 Q1	–	Sell	-9,831	Closed	-$894K	–	77
2025 Q4	$894K	Hold	9,831	–	–	0.25%	34
2025 Q3	$872K	Sell	9,831 -48	-0.5%	-$4.09K	0.25%	34
2025 Q2	$789K	Buy	9,879 +5	+0.1%	+$379	0.26%	35
2025 Q1	$774K	Sell	9,874 -1,867	-16%	-$158K	0.28%	34
2024 Q4	$1.02M	Buy	+11,741	New	+$1.05M	0.41%	29

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

McMill Wealth Management's SLYV Position: Q1 2026 in Review

McMill Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2026, closing a stake of 9,831 shares — an estimated $894K sold.

McMill Wealth Management first reported a position in SLYV in Q4 2024 and held it in 5 quarters. The position peaked at $1.02M in Q4 2024. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

McMill Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
McMill Wealth Management sold 9,831 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $894K.
McMill Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and held it in 5 quarters.
McMill Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.02M in Q4 2024.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on McMill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.