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

Perigon 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
Q1 		$1.64M Sell
17,363
-4,178
-19% -$404K 0.03% 415
2025
Q4 		$1.96M Buy
21,541
+26
+0.1% +$2.34K 0.04% 381
2025
Q3 		$1.91M Buy
21,515
+397
+2% +$33.8K 0.04% 368
2025
Q2 		$1.68M Buy
21,118
+494
+2% +$37.5K 0.04% 367
2025
Q1 		$1.62M Buy
+20,624
New +$1.75M 0.04% 346
2018
Q1 		– Sell
-38
Closed -$2K – 680
2017
Q4 		$2K Buy
+38
New +$2.42K ﹤0.01% 574
2017
Q2 		– Sell
-52
Closed -$3K – 622
2017
Q1 		$3K Sell
52
-22
-30% -$1.3K ﹤0.01% 591
2016
Q4 		$4K Buy
+74
New +$4.15K ﹤0.01% 666

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.07B AUM 22.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return