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 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

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. 618 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.
618 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.