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

Physician 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	$142K	Buy	1,303 +4	+0.3%	+$412	0.02%	265
2026 Q1	$123K	Buy	1,299 +3	+0.2%	+$290	0.02%	249
2025 Q4	$118K	Buy	1,296 +28	+2%	+$2.52K	0.02%	252
2025 Q3	$112K	Buy	1,268 +89	+8%	+$7.58K	0.02%	260
2025 Q2	$94.1K	Buy	1,179 +3	+0.3%	+$228	0.01%	271
2025 Q1	$92.2K	Buy	1,176 +80	+7%	+$6.79K	0.02%	266
2024 Q4	$95.6K	Buy	+1,096	New	+$97.9K	0.02%	262
2024 Q1	–	Sell	-2,479	Closed	-$200K	–	185
2023 Q4	$200K	Buy	+2,479	New	+$183K	0.04%	164
2023 Q3	–	Sell	-2,790	Closed	-$217K	–	154
2023 Q2	$217K	Buy	2,790 +47	+2%	+$3.5K	0.05%	142
2023 Q1	$207K	Sell	2,743 -322	-11%	-$25.6K	0.05%	146
2022 Q4	$246K	Buy	3,065 +2	+0.1%	+$150	0.07%	130
2022 Q3	$218K	Buy	3,063 +15	+0.5%	+$1.13K	0.07%	137
2022 Q2	$240K	Buy	3,048 +3	+0.1%	+$234	0.07%	131
2022 Q1	$247K	Sell	3,045 -508	-14%	-$42.1K	0.07%	137
2021 Q4	$305K	Buy	3,553 +20	+0.6%	+$1.71K	0.08%	123
2021 Q3	$299K	Buy	3,533 +10	+0.3%	+$821	0.08%	120
2021 Q2	$283K	Sell	3,523 -157	-4%	-$13.4K	0.08%	119
2021 Q1	$306K	Sell	3,680 -1,268	-26%	-$97.7K	0.1%	108
2020 Q4	$372K	Buy	4,948 +591	+14%	+$35.1K	0.13%	90
2020 Q3	$231K	Buy	4,357 +24	+0.6%	+$1.23K	0.09%	116
2020 Q2	$236K	Buy	+4,333	New	+$198K	0.1%	117
2020 Q1	–	Sell	-4,240	Closed	-$275K	–	120
2019 Q4	$275K	Sell	4,240 -493	-10%	-$31.2K	0.12%	93
2019 Q3	$305K	Buy	+4,733	New	+$284K	0.15%	85

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

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

Physician Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.31% in Q2 2026, buying an estimated $412 and bringing the position to 1,303 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #265.

Physician Wealth Advisors first reported a position in SLYV in Q3 2019 and has held it in 23 quarters since. The position peaked at $372K in Q4 2020. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Physician Wealth Advisors held 1,303 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $142K as of Q2 2026.
Physician Wealth Advisors bought 4 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $412.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #265 holding.
Physician Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2019 and has held it in 23 quarters since.
Physician Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $372K in Q4 2020.
618 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

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