Morton Brown Family Wealth’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Morton Brown Family Wealth’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	$362K	Sell	3,318 -89	-3%	-$9.17K	0.08%	48
2026 Q1	$322K	Sell	3,407 -45	-1%	-$4.35K	0.09%	45
2025 Q4	$314K	Sell	3,452 -443	-11%	-$39.8K	0.09%	47
2025 Q3	$345K	Sell	3,895 -9	-0.2%	-$767	0.1%	42
2025 Q2	$311K	Sell	3,904 -1,047	-21%	-$79.4K	0.09%	42
2025 Q1	$388K	Sell	4,951 -5,974	-55%	-$507K	0.13%	37
2024 Q4	$953K	Sell	10,925 -3,569	-25%	-$319K	0.33%	29
2024 Q3	$1.26M	Sell	14,494 -8,676	-37%	-$726K	0.45%	26
2024 Q2	$1.96M	Sell	23,170 -14,680	-39%	-$1.17M	0.78%	19
2024 Q1	$3.14M	Sell	37,850 -84,471	-69%	-$6.77M	1.3%	14
2023 Q4	$10.2M	Sell	122,321 -41,843	-25%	-$3.09M	4.46%	7
2023 Q3	$11.9M	Buy	164,164 +16,532	+11%	+$1.28M	6.07%	5
2023 Q2	$11.4M	Buy	147,632 +25,775	+21%	+$1.92M	6.08%	4
2023 Q1	$9.28M	Buy	121,857 +13,773	+13%	+$1.09M	5.54%	6
2022 Q4	$8.02M	Sell	108,084 -4,364	-4%	-$327K	5.47%	5
2022 Q3	$7.55M	Sell	112,448 -685	-0.6%	-$51.5K	6.02%	4
2022 Q2	$8.19M	Buy	113,133 +5,618	+5%	+$439K	6.35%	4
2022 Q1	$8.96M	Buy	107,515 +6,727	+7%	+$557K	6.77%	3
2021 Q4	$8.54M	Buy	+100,788	New	+$8.61M	6.54%	4

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

GIM

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

Morton Brown Family Wealth's SLYV Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.6% in Q2 2026, selling an estimated $9.17K and leaving 3,318 shares worth $362K. The position accounts for 0.08% of the portfolio, ranked #48.

Morton Brown Family Wealth first reported a position in SLYV in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.9M in Q3 2023. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Morton Brown Family Wealth held 3,318 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $362K as of Q2 2026.
Morton Brown Family Wealth sold 89 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $9.17K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.08% of Morton Brown Family Wealth's portfolio in Q2 2026, its #48 holding.
Morton Brown Family Wealth first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $11.9M in Q3 2023.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.