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

Spire 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	$30.3K	Buy	278 +3	+1%	+$309	﹤0.01%	1313
2026 Q1	$26K	Hold	275	–	–	﹤0.01%	1344
2025 Q4	$25K	Buy	275 +24	+10%	+$2.16K	﹤0.01%	1400
2025 Q3	$22.3K	Sell	251 -30	-11%	-$2.56K	﹤0.01%	1494
2025 Q2	$22.4K	Buy	281 +30	+12%	+$2.28K	﹤0.01%	1473
2025 Q1	$19.7K	Sell	251 -2,166	-90%	-$184K	﹤0.01%	1616
2024 Q4	$211K	Sell	2,417 -54	-2%	-$4.83K	0.01%	803
2024 Q3	$215K	Buy	2,471 +23	+0.9%	+$1.93K	0.01%	711
2024 Q2	$192K	Sell	2,448 -19	-0.8%	-$1.51K	0.01%	730
2024 Q1	$205K	Sell	2,467 -99	-4%	-$7.94K	﹤0.01%	760
2023 Q4	$203K	Sell	2,566 -44	-2%	-$3.25K	0.01%	761
2023 Q3	$189K	Sell	2,610 -95	-4%	-$7.34K	0.01%	726
2023 Q2	$209K	Sell	2,705 -12	-0.4%	-$893	0.01%	706
2023 Q1	$207K	Sell	2,717 -17,689	-87%	-$1.41M	0.01%	715
2022 Q4	$1.51M	Buy	20,406 +20,071	+5,991%	+$1.51M	0.09%	188
2022 Q3	$22K	Sell	335 -43,781	-99%	-$3.29M	﹤0.01%	1300
2022 Q2	$3.19M	Buy	44,116 +1,592	+4%	+$124K	0.13%	154
2022 Q1	$3.54M	Buy	42,524 +5,248	+14%	+$435K	0.09%	194
2021 Q4	$3.16M	Sell	37,276 -1,090	-3%	-$93.1K	0.07%	238
2021 Q3	$3.15M	Buy	38,366 +442	+1%	+$36.3K	0.08%	217
2021 Q2	$3.25M	Buy	37,924 +1,200	+3%	+$102K	0.09%	212
2021 Q1	$31K	Buy	+36,724	New	+$2.83M	﹤0.01%	1960

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

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

Spire Wealth Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.1% in Q2 2026, buying an estimated $309 and bringing the position to 278 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Spire Wealth Management first reported a position in SLYV in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.54M in Q1 2022. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Spire Wealth Management held 278 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $30.3K as of Q2 2026.
Spire Wealth Management bought 3 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $309.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1313 holding.
Spire Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.54M in Q1 2022.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.