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

Sherman 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 		$297K Sell
2,720
-7
-0.3% -$721 0.22% 68
2026
Q1 		$258K Buy
2,727
+12
+0.4% +$1.16K 0.22% 67
2025
Q4 		$247K Buy
+2,715
New +$244K 0.21% 70

Other funds holding SLYV

LPL Financial
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
CF
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
RA
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
KA
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

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

Sherman Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.26% in Q2 2026, selling an estimated $721 and leaving 2,720 shares worth $297K. The position accounts for 0.22% of the portfolio, ranked #68.

Sherman Wealth Management first reported a position in SLYV in Q4 2025 and has held it in 3 quarters since. 446 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Sherman Wealth Management held 2,720 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $297K as of Q2 2026.
  • Sherman Wealth Management sold 7 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $721.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.22% of Sherman Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Sherman Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 446 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.