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

Rialto 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 Q2	$596K	Sell	5,466 -147	-3%	-$15.1K	0.12%	103
2026 Q1	$531K	Buy	5,613 +143	+3%	+$13.8K	0.12%	103
2025 Q4	$498K	Sell	5,470 -582	-10%	-$52.3K	0.12%	100
2025 Q3	$537K	Sell	6,052 -19,640	-76%	-$1.67M	0.14%	92
2025 Q2	$2.05M	Sell	25,692 -63	-0.2%	-$4.78K	0.57%	46
2025 Q1	$2.02M	Sell	25,755 -16	-0.1%	-$1.36K	0.63%	42
2024 Q4	$2.25M	Buy	+25,771	New	+$2.3M	0.74%	35

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

Rialto Wealth Management's SLYV Position: Q2 2026 in Review

Rialto Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.6% in Q2 2026, selling an estimated $15.1K and leaving 5,466 shares worth $596K. The position accounts for 0.12% of the portfolio, ranked #103.

Rialto Wealth Management first reported a position in SLYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q4 2024. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Rialto Wealth Management held 5,466 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $596K as of Q2 2026.
Rialto Wealth Management sold 147 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $15.1K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.12% of Rialto Wealth Management's portfolio in Q2 2026, its #103 holding.
Rialto Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2.25M in Q4 2024.
616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.