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

RMG 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	$74.9K	Buy	+675	New	+$69.5K	0.01%	144
2025 Q4	–	Sell	-22	Closed	-$1.96K	–	487
2025 Q3	$1.96K	Hold	22	–	–	﹤0.01%	287
2025 Q2	$1.81K	Buy	+22	New	+$1.67K	﹤0.01%	295

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

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

RMG Wealth Management opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 675 shares worth $74.9K. The stake represents 0.01% of the portfolio and ranks #144 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in SLYV as recently as Q3 2025.

RMG Wealth Management first reported a position in SLYV in Q2 2025 and has held it in 3 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

RMG Wealth Management held 675 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $74.9K as of Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF was a new RMG Wealth Management position in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of RMG Wealth Management's portfolio in Q2 2026, its #144 holding.
RMG Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2025 and has held it in 3 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 RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.