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

Seaside 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 Q1	$555K	Sell	5,864 -7	-0.1%	-$677	0.16%	37
2025 Q4	$534K	Sell	5,871 -74	-1%	-$6.65K	0.15%	38
2025 Q3	$527K	Sell	5,945 -36	-0.6%	-$3.07K	0.16%	39
2025 Q2	$477K	Hold	5,981	–	–	0.15%	39
2025 Q1	$469K	Sell	5,981 -14	-0.2%	-$1.19K	0.17%	34
2024 Q4	$523K	Sell	5,995 -71	-1%	-$6.34K	0.19%	32
2024 Q3	$527K	Sell	6,066 -92	-1%	-$7.7K	0.2%	32
2024 Q2	$482K	Sell	6,158 -28	-0.5%	-$2.22K	0.2%	32
2024 Q1	$513K	Sell	6,186 -181	-3%	-$14.5K	0.22%	30
2023 Q4	$530K	Sell	6,367 -1,089	-15%	-$80.5K	0.24%	29
2023 Q3	$540K	Sell	7,456 -748	-9%	-$57.8K	0.27%	27
2023 Q2	$633K	Sell	8,204 -123,181	-94%	-$9.16M	0.33%	25
2023 Q1	$10M	Buy	131,385 +4,901	+4%	+$389K	6.09%	3
2022 Q4	$9.39M	Buy	126,484 +4,356	+4%	+$327K	6.2%	3
2022 Q3	$9.4M	Buy	122,128 +20,224	+20%	+$1.52M	6.49%	3
2022 Q2	$8M	Buy	+101,904	New	+$7.96M	6.06%	3

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Seaside Wealth Management's SLYV Position: Q1 2026 in Review

Seaside Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.12% in Q1 2026, selling an estimated $677 and leaving 5,864 shares worth $555K. The position accounts for 0.16% of the portfolio, ranked #37.

Seaside Wealth Management first reported a position in SLYV in Q2 2022 and has held it in 16 quarters since. The position peaked at $10M in Q1 2023. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Seaside Wealth Management held 5,864 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $555K as of Q1 2026.
Seaside Wealth Management sold 7 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $677.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.16% of Seaside Wealth Management's portfolio in Q1 2026, its #37 holding.
Seaside Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
Seaside Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $10M in Q1 2023.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.