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

Nvest Wealth Strategies’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 		$5.48M Buy
50,259
+28
+0.1% +$2.88K 3.43% 11
2026
Q1 		$4.75M Sell
50,231
-696
-1% -$67.3K 3.33% 11
2025
Q4 		$4.63M Buy
+50,927
New +$4.58M 3.4% 11

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
CF
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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Nvest Wealth Strategies's SLYV Position: Q2 2026 in Review

Nvest Wealth Strategies increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.06% in Q2 2026, buying an estimated $2.88K and bringing the position to 50,259 shares worth $5.48M. The position accounts for 3.43% of the portfolio, ranked #11.

Nvest Wealth Strategies first reported a position in SLYV in Q4 2025 and has held it in 3 quarters since. 407 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Nvest Wealth Strategies held 50,259 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $5.48M as of Q2 2026.
  • Nvest Wealth Strategies bought 28 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $2.88K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 3.43% of Nvest Wealth Strategies's portfolio in Q2 2026, its #11 holding.
  • Nvest Wealth Strategies first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 407 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.