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

Triangle Securities 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
Q3 		$12.3M Sell
120,780
-3,535
-3% -$383K 2.36% 7
2026
Q2 		$13.6M Buy
124,315
+34
+0% +$3.5K 2.69% 4
2026
Q1 		$11.8M Sell
124,281
-534
-0.4% -$51.6K 2.67% 4
2025
Q4 		$11.4M Buy
124,815
+1,431
+1% +$129K 2.39% 8
2025
Q3 		$10.9M Buy
123,384
+529
+0.4% +$45.1K 2.48% 5
2025
Q2 		$9.8M Sell
122,855
-2,282
-2% -$173K 2.41% 5
2025
Q1 		$9.8M Buy
125,137
+823
+0.7% +$69.8K 2.52% 5
2024
Q4 		$10.8M Sell
124,314
-598
-0.5% -$53.4K 2.78% 5
2024
Q3 		$10.8M Sell
124,912
-382
-0.3% -$32K 2.8% 5
2024
Q2 		$9.8M Buy
125,294
+1,352
+1% +$107K 2.77% 4
2024
Q1 		$10.3M Buy
123,942
+726
+0.6% +$58.2K 2.93% 4
2023
Q4 		$10.3M Buy
123,216
+14,917
+14% +$1.1M 3.19% 4
2023
Q3 		$7.84M Buy
108,299
+945
+0.9% +$73K 2.79% 4
2023
Q2 		$8.29M Sell
107,354
-659
-0.6% -$49K 2.85% 4
2023
Q1 		$8.23M Sell
108,013
-1,756
-2% -$140K 2.94% 4
2022
Q4 		$8.15M Sell
109,769
-1,723
-2% -$129K 2.99% 2
2022
Q3 		$7.49M Sell
111,492
-1,713
-2% -$129K 3.06% 3
2022
Q2 		$8.2M Sell
113,205
-908
-0.8% -$70.9K 3.19% 3
2022
Q1 		$9.5M Sell
114,113
-2,804
-2% -$232K 3.18% 4
2021
Q4 		$9.9M Sell
116,917
-1,178
-1% -$101K 3.1% 4
2021
Q3 		$9.7M Buy
118,095
+1,338
+1% +$110K 3.29% 3
2021
Q2 		$10M Sell
116,757
-6,901
-6% -$587K 3.38% 3
2021
Q1 		$10.1M Sell
123,658
-3,313
-3% -$255K 3.67% 3
2020
Q4 		$8.4M Sell
126,971
-1,129
-0.9% -$67.1K 3.33% 3
2020
Q3 		$6.42M Sell
128,100
-3,889
-3% -$200K 2.9% 5
2020
Q2 		$6.48M Buy
131,989
+33,929
+35% +$1.55M 3.1% 4
2020
Q1 		$4.01M Buy
98,060
+32,232
+49% +$1.82M 2.31% 5
2019
Q4 		$4.33M Buy
65,828
+1,689
+3% +$107K 1.87% 7
2019
Q3 		$3.93M Buy
64,139
+1,371
+2% +$82.2K 1.92% 7
2019
Q2 		$3.79M Buy
62,768
+1,100
+2% +$66.7K 1.92% 7
2019
Q1 		$3.72M Buy
+61,668
New +$3.72M 1.95% 9

Other funds holding SLYV

Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Triangle Securities Wealth Management's SLYV Position: Q3 2026 in Review

Triangle Securities Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.8% in Q3 2026, selling an estimated $383K and leaving 120,780 shares worth $12.3M. The position accounts for 2.36% of the portfolio, ranked #7.

Triangle Securities Wealth Management first reported a position in SLYV in Q1 2019 and has held it in 31 quarters since. The position peaked at $13.6M in Q2 2026. 126 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

  • Triangle Securities Wealth Management held 120,780 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $12.3M as of Q3 2026.
  • Triangle Securities Wealth Management sold 3,535 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $383K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 2.36% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Triangle Securities Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2019 and has held it in 31 quarters since.
  • Triangle Securities Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $13.6M in Q2 2026.
  • 126 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.