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

Oakwell Private 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	$1.7M	Sell	15,586 -66	-0.4%	-$6.8K	0.28%	34
2026 Q1	$1.48M	Hold	15,652	–	–	0.26%	34
2025 Q4	$1.42M	Hold	15,652	–	–	0.27%	38
2025 Q3	$1.39M	Sell	15,652 -108	-0.7%	-$9.2K	0.28%	36
2025 Q2	$1.26M	Hold	15,760	–	–	0.29%	34
2025 Q1	$1.24M	Sell	15,760 -653	-4%	-$55.4K	0.34%	31
2024 Q4	$1.43M	Sell	16,413 -255	-2%	-$22.8K	0.4%	27
2024 Q3	$1.45M	Sell	16,668 -575	-3%	-$48.1K	0.42%	26
2024 Q2	$1.35M	Sell	17,243 -41	-0.2%	-$3.26K	0.38%	28
2024 Q1	$1.43M	Sell	17,284 -128	-0.7%	-$10.3K	0.44%	27
2023 Q4	$1.45M	Sell	17,412 -2,118	-11%	-$157K	0.51%	27
2023 Q3	$1.41M	Sell	19,530 -683	-3%	-$52.8K	0.6%	27
2023 Q2	$1.56M	Buy	20,213 +643	+3%	+$47.8K	0.65%	24
2023 Q1	$1.49M	Sell	19,570 -1,931	-9%	-$153K	0.68%	25
2022 Q4	$1.6M	Buy	21,501 +4,071	+23%	+$305K	0.76%	20
2022 Q3	$1.17M	Buy	17,430 +13,474	+341%	+$1.01M	0.65%	25
2022 Q2	$286K	Buy	+3,956	New	+$309K	0.16%	53
2021 Q4	–	Sell	-2,667	Closed	-$219K	–	63
2021 Q3	$219K	Hold	2,667	–	–	0.12%	56
2021 Q2	$229K	Sell	2,667 -719	-21%	-$61.2K	0.15%	60
2021 Q1	$278K	Hold	3,386	–	–	0.2%	53
2020 Q4	$224K	Buy	+3,386	New	+$201K	0.18%	56

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

Oakwell Private Wealth Management's SLYV Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.42% in Q2 2026, selling an estimated $6.8K and leaving 15,586 shares worth $1.7M. The position accounts for 0.28% of the portfolio, ranked #34.

Oakwell Private Wealth Management first reported a position in SLYV in Q4 2020 and has held it in 21 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Oakwell Private Wealth Management held 15,586 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.7M as of Q2 2026.
Oakwell Private Wealth Management sold 66 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $6.8K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.28% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #34 holding.
Oakwell Private Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and has held it in 21 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.