Measured Wealth Private Client Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Measured Wealth Private Client Group’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	$208K	Sell	2,194 -77	-3%	-$7.44K	0.06%	182
2025 Q4	$207K	Buy	2,271 +87	+4%	+$7.82K	0.05%	185
2025 Q3	$194K	Sell	2,184 -324	-13%	-$27.6K	0.05%	183
2025 Q2	$200K	Sell	2,508 -149	-6%	-$11.3K	0.06%	177
2025 Q1	$208K	Sell	2,657 -102	-4%	-$8.65K	0.07%	165
2024 Q4	$241K	Sell	2,759 -11	-0.4%	-$983	0.08%	156
2024 Q3	$240K	Sell	2,770 -3,985	-59%	-$334K	0.08%	155
2024 Q2	$529K	Sell	6,755 -1,163	-15%	-$92.4K	0.19%	85
2024 Q1	$657K	Sell	7,918 -2,187	-22%	-$175K	0.23%	74
2023 Q4	$842K	Sell	10,105 -735	-7%	-$54.4K	0.31%	43
2023 Q3	$784K	Buy	10,840 +196	+2%	+$15.1K	0.32%	50
2023 Q2	$822K	Sell	10,644 -20	-0.2%	-$1.49K	0.31%	42
2023 Q1	$812K	Sell	10,664 -714	-6%	-$56.7K	0.31%	44
2022 Q4	$844K	Sell	11,378 -127	-1%	-$9.53K	0.35%	40
2022 Q3	$772K	Sell	11,505 -276	-2%	-$20.8K	0.34%	40
2022 Q2	$853K	Sell	11,781 -3,497	-23%	-$273K	0.38%	40
2022 Q1	$1.27M	Sell	15,278 -2,002	-12%	-$166K	0.47%	28
2021 Q4	$1.46M	Sell	17,280 -13,014	-43%	-$1.11M	0.52%	31
2021 Q3	$2.48M	Sell	30,294 -2,398	-7%	-$197K	0.96%	20
2021 Q2	$2.8M	Buy	32,692 +11,399	+54%	+$970K	0.89%	19
2021 Q1	$1.75M	Buy	21,293 +2,446	+13%	+$189K	0.62%	32
2020 Q4	$1.25M	Buy	18,847 +540	+3%	+$32.1K	0.52%	37
2020 Q3	$917K	Buy	18,307 +2,620	+17%	+$134K	0.44%	39
2020 Q2	$771K	Buy	15,687 +6,465	+70%	+$296K	0.45%	38
2020 Q1	$377K	Sell	9,222 -437	-5%	-$24.7K	0.29%	53
2019 Q4	$635K	Buy	+9,659	New	+$611K	0.42%	30

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

Measured Wealth Private Client Group's SLYV Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3.4% in Q1 2026, selling an estimated $7.44K and leaving 2,194 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #182.

Measured Wealth Private Client Group first reported a position in SLYV in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.8M in Q2 2021. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Measured Wealth Private Client Group held 2,194 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $208K as of Q1 2026.
Measured Wealth Private Client Group sold 77 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $7.44K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.06% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #182 holding.
Measured Wealth Private Client Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
Measured Wealth Private Client Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2.8M in Q2 2021.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.