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

Rockwood 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	$256K	Buy	+2,345	New	+$242K	0.02%	116
2025 Q4	–	Sell	-2,261	Closed	-$200K	–	121
2025 Q3	$200K	Buy	+2,261	New	+$193K	0.02%	105
2023 Q3	–	Sell	-3,644	Closed	-$281K	–	78
2023 Q2	$281K	Sell	3,644 -1	-0%	-$74	0.05%	62
2023 Q1	$278K	Sell	3,645 -22	-0.6%	-$1.75K	0.05%	56
2022 Q4	$272K	Sell	3,667 -100	-3%	-$7.5K	0.06%	57
2022 Q3	$253K	Buy	3,767 +3	+0.1%	+$226	0.08%	57
2022 Q2	$273K	Sell	3,764 -1,655	-31%	-$129K	0.13%	55
2022 Q1	$452K	Sell	5,419 -881	-14%	-$72.9K	0.22%	42
2021 Q4	$534K	Buy	+6,300	New	+$538K	0.24%	46

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

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

Rockwood Wealth Management opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 2,345 shares worth $256K. The stake represents 0.02% of the portfolio and ranks #116 among its holdings. This is a return to the name: Rockwood Wealth Management previously reported a position in SLYV as recently as Q3 2025.

Rockwood Wealth Management first reported a position in SLYV in Q4 2021 and has held it in 9 quarters since. The position peaked at $534K in Q4 2021. 407 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Rockwood Wealth Management held 2,345 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $256K as of Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF was a new Rockwood Wealth Management position in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #116 holding.
Rockwood Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and has held it in 9 quarters since.
Rockwood Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $534K in Q4 2021.
407 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.