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 Q3	$335K	Sell	3,280 -247	-7%	-$26.7K	0.04%	216
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Third View Private Wealth's SLYV Position: Q3 2026 in Review

Third View Private Wealth reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 7% in Q3 2026, selling an estimated $26.7K and leaving 3,280 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #216.

Third View Private Wealth first reported a position in SLYV in Q4 2025 and has held it in 4 quarters since. The position peaked at $385K in Q2 2026. 378 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Third View Private Wealth held 3,280 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $335K as of Q3 2026.
Third View Private Wealth sold 247 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $26.7K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of Third View Private Wealth's portfolio in Q3 2026, its #216 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 4 quarters since.
Third View Private Wealth's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $385K in Q2 2026.
378 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.