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 Q3	$133K	Buy	1,306 +3	+0.2%	+$325	0.02%	281
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%	+$6.78K	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 $468B AUM 17.69% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Physician Wealth Advisors's SLYV Position: Q3 2026 in Review

Physician Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.23% in Q3 2026, buying an estimated $325 and bringing the position to 1,306 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #281.

Physician Wealth Advisors first reported a position in SLYV in Q3 2019 and has held it in 24 quarters since. The position peaked at $372K in Q4 2020. 378 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Physician Wealth Advisors held 1,306 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $133K as of Q3 2026.
Physician Wealth Advisors bought 3 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $325.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #281 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 24 quarters since.
Physician Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $372K in Q4 2020.
378 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.