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

SilverOak 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	$527K	Hold	4,829	–	–	0.07%	75
2026 Q1	$457K	Hold	4,829	–	–	0.07%	74
2025 Q4	$439K	Hold	4,829	–	–	0.07%	76
2025 Q3	$428K	Hold	4,829	–	–	0.07%	74
2025 Q2	$385K	Hold	4,829	–	–	0.07%	74
2025 Q1	$379K	Hold	4,829	–	–	0.08%	68
2024 Q4	$421K	Hold	4,829	–	–	0.09%	64
2024 Q3	$419K	Hold	4,829	–	–	0.09%	66
2024 Q2	$378K	Hold	4,829	–	–	0.09%	66
2024 Q1	$401K	Hold	4,829	–	–	0.1%	63
2023 Q4	$402K	Buy	+4,829	New	+$357K	0.11%	61

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

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

SilverOak Wealth Management held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 4,829 shares worth $527K. The position accounts for 0.07% of the portfolio, ranked #75.

SilverOak Wealth Management first reported a position in SLYV in Q4 2023 and has held it in 11 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

SilverOak Wealth Management held 4,829 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $527K as of Q2 2026.
SilverOak Wealth Management left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.07% of SilverOak Wealth Management's portfolio in Q2 2026, its #75 holding.
SilverOak Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.