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

Montz Harcus 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
Q3 		$731K Buy
7,152
+116
+2% +$12.6K 0.26% 38
2026
Q2 		$768K Buy
7,036
+140
+2% +$14.4K 0.27% 37
2026
Q1 		$652K Sell
6,896
-95
-1% -$9.19K 0.26% 43
2025
Q4 		$636K Buy
6,991
+199
+3% +$17.9K 0.26% 40
2025
Q3 		$602K Buy
6,792
+24
+0.4% +$2.04K 0.26% 39
2025
Q2 		$540K Buy
6,768
+101
+2% +$7.66K 0.26% 41
2025
Q1 		$523K Buy
6,667
+540
+9% +$45.8K 0.29% 39
2024
Q4 		$535K Buy
6,127
+496
+9% +$44.3K 0.3% 37
2024
Q3 		$489K Buy
5,631
+21
+0.4% +$1.76K 0.29% 40
2024
Q2 		$439K Sell
5,610
-34
-0.6% -$2.7K 0.28% 38
2024
Q1 		$468K Buy
5,644
+1,010
+22% +$81K 0.32% 35
2023
Q4 		$386K Buy
4,634
+163
+4% +$12.1K 0.29% 35
2023
Q3 		$324K Sell
4,471
-1,268
-22% -$98K 0.28% 36
2023
Q2 		$443K Buy
5,739
+1,225
+27% +$91.1K 0.37% 31
2023
Q1 		$344K Buy
4,514
+401
+10% +$31.9K 0.32% 36
2022
Q4 		$305K Sell
4,113
-528
-11% -$39.6K 0.3% 38
2022
Q3 		$312K Buy
4,641
+51
+1% +$3.84K 0.34% 33
2022
Q2 		$332K Buy
4,590
+939
+26% +$73.3K 0.35% 33
2022
Q1 		$304K Buy
3,651
+730
+25% +$60.4K 0.27% 38
2021
Q4 		$247K Buy
+2,921
New +$249K 0.22% 43

Other funds holding SLYV

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Montz Harcus Wealth Management's SLYV Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.6% in Q3 2026, buying an estimated $12.6K and bringing the position to 7,152 shares worth $731K. The position accounts for 0.26% of the portfolio, ranked #38.

Montz Harcus Wealth Management first reported a position in SLYV in Q4 2021 and has held it in 20 quarters since. The position peaked at $768K in Q2 2026. 44 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

  • Montz Harcus Wealth Management held 7,152 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $731K as of Q3 2026.
  • Montz Harcus Wealth Management bought 116 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $12.6K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.26% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Montz Harcus Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Montz Harcus Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $768K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.