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

Strategic Wealth Partners’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	$6.44K	Buy	+59	New	+$6.08K	﹤0.01%	1009
2025 Q4	–	Sell	-9	Closed	-$798	–	1550
2025 Q3	$798	Hold	9	–	–	﹤0.01%	1228
2025 Q2	$718	Buy	+9	New	+$683	﹤0.01%	1064
2018 Q4	–	Sell	-50,008	Closed	-$3.41M	–	708
2018 Q3	$3.41M	Buy	50,008 +48,622	+3,508%	+$3.36M	1.82%	11
2018 Q2	$93K	Sell	1,386 -38,616	-97%	-$2.53M	0.05%	203
2018 Q1	$2.47M	Buy	+40,002	New	+$2.52M	1.27%	16

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

Strategic Wealth Partners's SLYV Position: Q2 2026 in Review

Strategic Wealth Partners opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 59 shares worth $6.44K. The stake represents ﹤0.01% of the portfolio and ranks #1009 among its holdings. This is a return to the name: Strategic Wealth Partners previously reported a position in SLYV as recently as Q3 2025.

Strategic Wealth Partners first reported a position in SLYV in Q1 2018 and has held it in 6 quarters since. The position peaked at $3.41M in Q3 2018. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Strategic Wealth Partners held 59 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $6.44K as of Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF was a new Strategic Wealth Partners position in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1009 holding.
Strategic Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2018 and has held it in 6 quarters since.
Strategic Wealth Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.41M in Q3 2018.
618 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.