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

Tradition 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 Q1	$3.15M	Sell	33,317 -231	-0.7%	-$22.3K	0.22%	96
2025 Q4	$3.05M	Sell	33,548 -46	-0.1%	-$4.13K	0.22%	96
2025 Q3	$2.98M	Sell	33,594 -161	-0.5%	-$13.7K	0.22%	94
2025 Q2	$2.69M	Sell	33,755 -380	-1%	-$28.8K	0.22%	94
2025 Q1	$2.68M	Sell	34,135 -240	-0.7%	-$20.4K	0.24%	89
2024 Q4	$3M	Sell	34,375 -315	-0.9%	-$28.1K	0.26%	83
2024 Q3	$3.01M	Buy	34,690 +318	+0.9%	+$26.6K	0.27%	80
2024 Q2	$2.69M	Buy	34,372 +756	+2%	+$60K	0.26%	80
2024 Q1	$2.79M	Buy	+33,616	New	+$2.7M	0.28%	74
2022 Q2	–	Sell	-152,366	Closed	-$12.7M	–	1146
2022 Q1	$12.7M	Buy	152,366 +15,117	+11%	+$1.25M	1.62%	12
2021 Q4	$11.6M	Buy	137,249 +36,457	+36%	+$3.11M	1.46%	13
2021 Q3	$8.26M	Buy	100,792 +3,751	+4%	+$308K	1.18%	22
2021 Q2	$8.32M	Buy	97,041 +1,590	+2%	+$135K	1.25%	19
2021 Q1	$7.83M	Buy	95,451 +9,227	+11%	+$711K	1.35%	17
2020 Q4	$5.71M	Buy	+86,224	New	+$5.12M	1.11%	22

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Tradition Wealth Management's SLYV Position: Q1 2026 in Review

Tradition Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.69% in Q1 2026, selling an estimated $22.3K and leaving 33,317 shares worth $3.15M. The position accounts for 0.22% of the portfolio, ranked #96.

Tradition Wealth Management first reported a position in SLYV in Q4 2020 and has held it in 15 quarters since. The position peaked at $12.7M in Q1 2022. 596 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Tradition Wealth Management held 33,317 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.15M as of Q1 2026.
Tradition Wealth Management sold 231 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $22.3K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.22% of Tradition Wealth Management's portfolio in Q1 2026, its #96 holding.
Tradition Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and has held it in 15 quarters since.
Tradition Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $12.7M in Q1 2022.
596 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.