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

TD Capital 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 Q1	$17.8K	Hold	188	–	–	﹤0.01%	385
2025 Q4	$17.1K	Buy	188 +2	+1%	+$180	﹤0.01%	376
2025 Q3	$16.5K	Buy	186 +1	+0.5%	+$85	﹤0.01%	355
2025 Q2	$14.8K	Buy	185 +1	+0.5%	+$76	﹤0.01%	362
2025 Q1	$14.5K	Hold	184	–	–	﹤0.01%	284
2024 Q4	$16K	Buy	184 +2	+1%	+$179	﹤0.01%	261
2024 Q3	$15.8K	Buy	182 +1	+0.6%	+$84	﹤0.01%	264
2024 Q2	$14.2K	Buy	181 +1	+0.6%	+$79	﹤0.01%	263
2024 Q1	$14.9K	Buy	180 +1	+0.6%	+$80	﹤0.01%	261
2023 Q4	$14.9K	Buy	179 +1	+0.6%	+$74	﹤0.01%	258
2023 Q3	$12.9K	Buy	+178	New	+$13.8K	﹤0.01%	266

Other funds holding SLYV

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.07B AUM 22.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return