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

Sheets Smith 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	$292K	Sell	2,676 -373	-12%	-$38.4K	0.03%	353
2026 Q1	$288K	Buy	3,049 +6	+0.2%	+$580	0.03%	350
2025 Q4	$277K	Sell	3,043 -1	-0%	-$90	0.03%	358
2025 Q3	$270K	Buy	3,044 +6	+0.2%	+$511	0.03%	365
2025 Q2	$242K	Sell	3,038 -227	-7%	-$17.2K	0.03%	370
2025 Q1	$256K	Buy	3,265 +6	+0.2%	+$509	0.03%	317
2024 Q4	$284K	Buy	3,259 +105	+3%	+$9.38K	0.03%	318
2024 Q3	$274K	Sell	3,154 -2,103	-40%	-$176K	0.03%	325
2024 Q2	$412K	Buy	5,257 +51	+1%	+$4.05K	0.05%	274
2024 Q1	$432K	Buy	5,206 +131	+3%	+$10.5K	0.05%	266
2023 Q4	$423K	Sell	5,075 -639	-11%	-$47.3K	0.06%	241
2023 Q3	$414K	Buy	5,714 +399	+8%	+$30.8K	0.06%	225
2023 Q2	$410K	Buy	5,315 +85	+2%	+$6.32K	0.06%	230
2023 Q1	$398K	Buy	5,230 +318	+6%	+$25.3K	0.06%	228
2022 Q4	$365K	Buy	4,912 +540	+12%	+$40.5K	0.06%	230
2022 Q3	$294K	Buy	4,372 +23	+0.5%	+$1.73K	0.05%	246
2022 Q2	$315K	Buy	4,349 +192	+5%	+$15K	0.05%	238
2022 Q1	$346K	Buy	4,157 +18	+0.4%	+$1.49K	0.05%	254
2021 Q4	$351K	Buy	4,139 +267	+7%	+$22.8K	0.04%	286
2021 Q3	$317K	Sell	3,872 -835	-18%	-$68.6K	0.04%	292
2021 Q2	$403K	Sell	4,707 -55	-1%	-$4.68K	0.05%	256
2021 Q1	$390K	Buy	4,762 +175	+4%	+$13.5K	0.06%	241
2020 Q4	$304K	Buy	+4,587	New	+$273K	0.05%	271
2020 Q2	–	Sell	-5,190	Closed	-$212K	–	285
2020 Q1	$212K	Buy	+5,190	New	+$294K	0.04%	250

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

Sheets Smith Wealth Management's SLYV Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 12% in Q2 2026, selling an estimated $38.4K and leaving 2,676 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #353.

Sheets Smith Wealth Management first reported a position in SLYV in Q1 2020 and has held it in 24 quarters since. The position peaked at $432K in Q1 2024. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Sheets Smith Wealth Management held 2,676 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $292K as of Q2 2026.
Sheets Smith Wealth Management sold 373 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $38.4K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.03% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #353 holding.
Sheets Smith Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2020 and has held it in 24 quarters since.
Sheets Smith Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $432K in Q1 2024.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

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