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 Q2	$664K	Buy	6,084 +220	+4%	+$22.7K	0.16%	36
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 $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

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

Seaside Wealth Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3.8% in Q2 2026, buying an estimated $22.7K and bringing the position to 6,084 shares worth $664K. The position accounts for 0.16% of the portfolio, ranked #36.

Seaside Wealth Management first reported a position in SLYV in Q2 2022 and has held it in 17 quarters since. The position peaked at $10M in Q1 2023. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Seaside Wealth Management held 6,084 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $664K as of Q2 2026.
Seaside Wealth Management bought 220 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $22.7K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.16% of Seaside Wealth Management's portfolio in Q2 2026, its #36 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 17 quarters since.
Seaside Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $10M in Q1 2023.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.