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Third View Private Wealth’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Third View Private Wealth’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 		$385K Sell
3,527
-134
-4% -$13.8K 0.05% 218
2026
Q1 		$346K Sell
3,661
-499
-12% -$48.2K 0.05% 212
2025
Q4 		$378K Buy
+4,160
New +$374K 0.05% 201

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

Third View Private Wealth's SLYV Position: Q2 2026 in Review

Third View Private Wealth reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3.7% in Q2 2026, selling an estimated $13.8K and leaving 3,527 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #218.

Third View Private Wealth first reported a position in SLYV in Q4 2025 and has held it in 3 quarters since. 407 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Third View Private Wealth held 3,527 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $385K as of Q2 2026.
  • Third View Private Wealth sold 134 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $13.8K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.05% of Third View Private Wealth's portfolio in Q2 2026, its #218 holding.
  • Third View Private Wealth 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.
  • 407 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.