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

Northwestern Mutual 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	$1.21M	Sell	11,110 -150	-1%	-$15.5K	﹤0.01%	1339
2026 Q1	$1.06M	Sell	11,260 -931	-8%	-$90K	﹤0.01%	1317
2025 Q4	$1.11M	Sell	12,191 -328	-3%	-$29.5K	﹤0.01%	1257
2025 Q3	$1.11M	Buy	12,519 +294	+2%	+$25.1K	﹤0.01%	1202
2025 Q2	$975K	Buy	12,225 +670	+6%	+$50.8K	﹤0.01%	1174
2025 Q1	$906K	Buy	11,555 +1,663	+17%	+$141K	﹤0.01%	1144
2024 Q4	$863K	Buy	9,892 +294	+3%	+$26.3K	﹤0.01%	1118
2024 Q3	$833K	Buy	9,598 +9	+0.1%	+$753	﹤0.01%	1130
2024 Q2	$751K	Sell	9,589 -8,666	-47%	-$688K	﹤0.01%	1116
2024 Q1	$1.51M	Buy	18,255 +1,658	+10%	+$133K	﹤0.01%	874
2023 Q4	$1.38M	Sell	16,597 -229	-1%	-$16.9K	﹤0.01%	872
2023 Q3	$1.22M	Buy	16,826 +34	+0.2%	+$2.63K	﹤0.01%	879
2023 Q2	$1.3M	Buy	16,792 +1,225	+8%	+$91.1K	﹤0.01%	854
2023 Q1	$1.19M	Sell	15,567 -6,403	-29%	-$509K	﹤0.01%	845
2022 Q4	$1.63M	Sell	21,970 -1,308	-6%	-$98.1K	﹤0.01%	721
2022 Q3	$1.56M	Sell	23,278 -145	-0.6%	-$10.9K	﹤0.01%	693
2022 Q2	$1.7M	Buy	23,423 +4,469	+24%	+$349K	﹤0.01%	662
2022 Q1	$1.58M	Buy	18,954 +6,680	+54%	+$553K	﹤0.01%	702
2021 Q4	$1.04M	Buy	12,274 +4,665	+61%	+$398K	﹤0.01%	817
2021 Q3	$623K	Buy	7,609 +2,677	+54%	+$220K	﹤0.01%	905
2021 Q2	$423K	Buy	4,932 +2,004	+68%	+$171K	﹤0.01%	1042
2021 Q1	$239K	Buy	2,928 +408	+16%	+$31.4K	﹤0.01%	1176
2020 Q4	$166K	Sell	2,520 -509	-17%	-$30.2K	﹤0.01%	1217
2020 Q3	$152K	Buy	3,029 +929	+44%	+$47.7K	﹤0.01%	1123
2020 Q2	$103K	Sell	2,100 -837	-28%	-$38.3K	﹤0.01%	1199
2020 Q1	$120K	Sell	2,937 -18,899	-87%	-$1.07M	﹤0.01%	1054
2019 Q4	$1.44M	Buy	21,836 +13,281	+155%	+$841K	﹤0.01%	450
2019 Q3	$524K	Buy	8,555 +6,327	+284%	+$379K	﹤0.01%	634
2019 Q2	$135K	Buy	2,228 +658	+42%	+$39.9K	﹤0.01%	1012
2019 Q1	$95K	Sell	1,570 -468	-23%	-$28.2K	﹤0.01%	1123
2018 Q4	$110K	Buy	2,038 +1,399	+219%	+$84.9K	﹤0.01%	965
2018 Q3	$44K	Buy	639 +599	+1,498%	+$41.4K	﹤0.01%	1360
2018 Q2	$3K	Buy	40 +32	+400%	+$2.09K	﹤0.01%	2114
2018 Q1	$0	Sell	8 -74	-90%	-$4.66K	﹤0.01%	2407
2017 Q4	$5K	Sell	82 -484	-86%	-$30.9K	﹤0.01%	1938
2017 Q3	$36K	Buy	+566	New	+$33.6K	﹤0.01%	1235
2017 Q2	–	Sell	-2	Closed	–	–	2149
2017 Q1	$0	Buy	+2	New	+$118	﹤0.01%	2360
2016 Q2	–	Sell	-8	Closed	–	–	2235
2016 Q1	$0	Buy	+8	New	+$357	﹤0.01%	2277
2015 Q4	–	Sell	-86	Closed	-$4K	–	1822
2015 Q3	$4K	Buy	+86	New	+$4.32K	﹤0.01%	1315

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

Northwestern Mutual Wealth Management's SLYV Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.3% in Q2 2026, selling an estimated $15.5K and leaving 11,110 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Northwestern Mutual Wealth Management first reported a position in SLYV in Q3 2015 and has held it in 39 quarters since. The position peaked at $1.7M in Q2 2022. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Northwestern Mutual Wealth Management held 11,110 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.21M as of Q2 2026.
Northwestern Mutual Wealth Management sold 150 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $15.5K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1339 holding.
Northwestern Mutual Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2015 and has held it in 39 quarters since.
Northwestern Mutual Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.7M in Q2 2022.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.