Thurston Springer Miller Herd & Titak’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Thurston Springer Miller Herd & Titak’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	$38.2K	Hold	350	–	–	0.01%	520
2026 Q1	$33.1K	Hold	350	–	–	0.01%	646
2025 Q4	$31.8K	Buy	+350	New	+$31.5K	0.01%	608
2025 Q3	–	Sell	-388	Closed	-$30.9K	–	1234
2025 Q2	$30.9K	Hold	388	–	–	﹤0.01%	808
2025 Q1	$30.4K	Hold	388	–	–	0.01%	755
2024 Q4	$33.9K	Hold	388	–	–	0.01%	615
2024 Q3	$33.7K	Buy	+388	New	+$32.5K	0.01%	667

Other funds holding SLYV

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Arnold Financial Planning Hiawatha, Iowa $134M AUM

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return