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

Morrissey 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
Q2 		$7.51M Buy
+72,196
New +$7.44M 4.72% 12

Other funds holding SLYV

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Pacific Life Fund Advisors
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
Convergence Financial
Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Morrissey Wealth Management's SLYV Position: Q2 2026 in Review

Morrissey Wealth Management opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 72,196 shares worth $7.51M. The stake represents 4.72% of the portfolio and ranks #12 among its holdings.

623 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Morrissey Wealth Management held 72,196 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $7.51M as of Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF was a new Morrissey Wealth Management position in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 4.72% of Morrissey Wealth Management's portfolio in Q2 2026, its #12 holding.
  • 623 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Morrissey Wealth Management's 13F filing for Q2 2026, filed 5 Oct 2026.