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

Opal Wealth Advisors’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 		– Sell
-585
Closed -$55.3K – 519
2026
Q1 		$55.3K Buy
+585
New +$56.6K 0.01% 384

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
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
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

Opal Wealth Advisors's SLYV Position: Q2 2026 in Review

Opal Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026, closing a stake of 585 shares — an estimated $55.3K sold.

Opal Wealth Advisors first reported a position in SLYV in Q1 2026 and held it in 1 quarter. The position peaked at $55.3K in Q1 2026. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Opal Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 585 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $55.3K.
  • Opal Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Opal Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $55.3K in Q1 2026.
  • 615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.