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

Prestige Wealth Management Group’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	$3.99M	Buy	36,613 +282	+0.8%	+$29.1K	0.73%	32
2026 Q1	$3.44M	Buy	36,331 +197	+0.5%	+$19K	0.67%	31
2025 Q4	$3.29M	Buy	36,134 +455	+1%	+$40.9K	0.63%	33
2025 Q3	$3.16M	Sell	35,679 -767	-2%	-$65.4K	0.61%	32
2025 Q2	$2.91M	Buy	36,446 +633	+2%	+$48K	0.59%	32
2025 Q1	$2.81M	Sell	35,813 -6,870	-16%	-$583K	0.6%	31
2024 Q4	$3.72M	Sell	42,683 -149	-0.3%	-$13.3K	0.77%	26
2024 Q3	$3.72M	Sell	42,832 -525	-1%	-$43.9K	0.77%	26
2024 Q2	$3.4M	Sell	43,357 -1,544	-3%	-$123K	0.73%	31
2024 Q1	$3.73M	Buy	44,901 +8,442	+23%	+$677K	0.8%	28
2023 Q4	$3.04M	Buy	36,459 +500	+1%	+$37K	0.69%	31
2023 Q3	$2.6M	Sell	35,959 -15	-0%	-$1.16K	0.64%	32
2023 Q2	$2.78M	Sell	35,974 -76	-0.2%	-$5.65K	0.66%	29
2023 Q1	$2.75M	Sell	36,050 -482	-1%	-$38.3K	0.69%	27
2022 Q4	$2.71M	Buy	36,532 +588	+2%	+$44.1K	0.71%	27
2022 Q3	$2.41M	Buy	35,944 +342	+1%	+$25.7K	0.68%	28
2022 Q2	$2.58M	Buy	35,602 +1,359	+4%	+$106K	0.7%	28
2022 Q1	$2.85M	Buy	34,243 +1,374	+4%	+$114K	0.7%	26
2021 Q4	$2.79M	Sell	32,869 -4,437	-12%	-$379K	0.67%	27
2021 Q3	$3.06M	Buy	37,306 +1,214	+3%	+$99.7K	0.78%	24
2021 Q2	$3.09M	Sell	36,092 -1,130	-3%	-$96.2K	0.82%	22
2021 Q1	$3.05M	Sell	37,222 -1,913	-5%	-$147K	0.83%	21
2020 Q4	$2.59M	Buy	39,135 +22,547	+136%	+$1.34M	0.71%	24
2020 Q3	$831K	Buy	16,588 +16,484	+15,850%	+$846K	0.25%	53
2020 Q2	$5K	Hold	104	–	–	﹤0.01%	529
2020 Q1	$4K	Sell	104 -7,101	-99%	-$402K	﹤0.01%	543
2019 Q4	$473K	Buy	7,205 +1	+0%	+$63	0.26%	63
2019 Q3	$441K	Sell	7,204 -14	-0.2%	-$839	0.26%	61
2019 Q2	$438K	Sell	7,218 -3,161	-30%	-$192K	0.26%	60
2019 Q1	$626K	Sell	10,379 -977	-9%	-$58.9K	0.38%	45
2018 Q4	$611K	Buy	+11,356	New	+$689K	0.45%	44

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

Prestige Wealth Management Group's SLYV Position: Q2 2026 in Review

Prestige Wealth Management Group increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.78% in Q2 2026, buying an estimated $29.1K and bringing the position to 36,613 shares worth $3.99M. The position accounts for 0.73% of the portfolio, ranked #32.

Prestige Wealth Management Group first reported a position in SLYV in Q4 2018 and has held it in 31 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Prestige Wealth Management Group held 36,613 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.99M as of Q2 2026.
Prestige Wealth Management Group bought 282 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $29.1K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.73% of Prestige Wealth Management Group's portfolio in Q2 2026, its #32 holding.
Prestige Wealth Management Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.