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

Retirement Wealth Solutions’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	–	Sell	-62	Closed	-$5.86K	–	840
2026 Q1	$5.86K	Hold	62	–	–	﹤0.01%	292
2025 Q4	$5.64K	Hold	62	–	–	﹤0.01%	293
2025 Q3	$5.5K	Hold	62	–	–	﹤0.01%	290
2025 Q2	$4.95K	Hold	62	–	–	﹤0.01%	301
2025 Q1	$4.86K	Hold	62	–	–	﹤0.01%	286
2024 Q4	$5.27K	Buy	+62	New	+$5.54K	﹤0.01%	284

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

Retirement Wealth Solutions's SLYV Position: Q2 2026 in Review

Retirement Wealth Solutions sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026, closing a stake of 62 shares — an estimated $5.86K sold.

Retirement Wealth Solutions first reported a position in SLYV in Q4 2024 and held it in 6 quarters. The position peaked at $5.86K in Q1 2026. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Retirement Wealth Solutions reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Retirement Wealth Solutions sold 62 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $5.86K.
Retirement Wealth Solutions first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and held it in 6 quarters.
Retirement Wealth Solutions's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $5.86K in Q1 2026.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.