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

Paradigm Strategies in 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 		$296K Sell
2,713
-46
-2% -$4.74K 0.18% 51
2026
Q1 		$261K Buy
2,759
+9
+0.3% +$870 0.18% 46
2025
Q4 		$250K Buy
2,750
+13
+0.5% +$1.17K 0.16% 43
2025
Q3 		$243K Buy
2,737
+11
+0.4% +$937 0.16% 45
2025
Q2 		$217K Buy
2,726
+12
+0.4% +$910 0.14% 51
2025
Q1 		$213K Buy
2,714
+9
+0.3% +$763 0.14% 49
2024
Q4 		$236K Sell
2,705
-97
-3% -$8.67K 0.16% 44
2024
Q3 		$243K Buy
2,802
+11
+0.4% +$921 0.15% 44
2024
Q2 		$219K Buy
2,791
+13
+0.5% +$1.03K 0.13% 46
2024
Q1 		$230K Buy
2,778
+9
+0.3% +$722 0.14% 46
2023
Q4 		$231K Sell
2,769
-135
-5% -$9.98K 0.15% 41
2023
Q3 		$210K Buy
2,904
+11
+0.4% +$850 0.13% 44
2023
Q2 		$223K Buy
2,893
+12
+0.4% +$893 0.15% 42
2023
Q1 		$220K Buy
2,881
+8
+0.3% +$636 0.17% 38
2022
Q4 		$213K Buy
+2,873
New +$215K 0.19% 37
2022
Q3 		– Sell
-2,855
Closed -$207K – 42
2022
Q2 		$207K Buy
2,855
+9
+0.3% +$703 0.23% 37
2022
Q1 		$237K Buy
2,846
+2
+0.1% +$166 0.25% 37
2021
Q4 		$241K Buy
2,844
+17
+0.6% +$1.45K 0.24% 39
2021
Q3 		$232K Buy
2,827
+6
+0.2% +$493 0.22% 44
2021
Q2 		$242K Sell
2,821
-225
-7% -$19.1K 0.22% 39
2021
Q1 		$250K Buy
+3,046
New +$235K 0.24% 35

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

Paradigm Strategies in Wealth Management's SLYV Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.7% in Q2 2026, selling an estimated $4.74K and leaving 2,713 shares worth $296K. The position accounts for 0.18% of the portfolio, ranked #51.

Paradigm Strategies in Wealth Management first reported a position in SLYV in Q1 2021 and has held it in 21 quarters since. 620 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 2,713 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $296K as of Q2 2026.
  • Paradigm Strategies in Wealth Management sold 46 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $4.74K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.18% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Paradigm Strategies in Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 620 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.