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

Tower View Wealth 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 Q2	$5.44K	Hold	50	–	–	﹤0.01%	178
2026 Q1	$4.7K	Buy	50 +1	+2%	+$97	﹤0.01%	180
2025 Q4	$4.5K	Hold	49	–	–	﹤0.01%	159
2025 Q3	$4.35K	Hold	49	–	–	﹤0.01%	154
2025 Q2	$3.9K	Sell	49 -17	-26%	-$1.29K	﹤0.01%	178
2025 Q1	$5.15K	Buy	66 +18	+38%	+$1.53K	﹤0.01%	153
2024 Q4	$4.22K	Hold	48	–	–	﹤0.01%	163
2024 Q3	$4.17K	Hold	48	–	–	﹤0.01%	168
2024 Q2	$3.76K	Hold	48	–	–	﹤0.01%	165
2024 Q1	$3.98K	Buy	+48	New	+$3.85K	﹤0.01%	167
2023 Q3	–	Sell	-17	Closed	-$1K	–	191
2023 Q2	$1K	Hold	17	–	–	﹤0.01%	180
2023 Q1	$1K	Hold	17	–	–	﹤0.01%	151
2022 Q4	$1K	Hold	17	–	–	﹤0.01%	159
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	161
2022 Q2	$1K	Buy	+17	New	+$1.33K	﹤0.01%	155

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

Tower View Wealth Management's SLYV Position: Q2 2026 in Review

Tower View Wealth Management held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 50 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Tower View Wealth Management first reported a position in SLYV in Q2 2022 and has held it in 15 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Tower View Wealth Management held 50 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $5.44K as of Q2 2026.
Tower View Wealth Management left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #178 holding.
Tower View Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2022 and has held it in 15 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.