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 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	$9.81M	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	$9.81M	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	$9.51M	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	$9.68M	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

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

Triangle Securities Wealth Management's SLYV Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.03% in Q2 2026, buying an estimated $3.5K and bringing the position to 124,315 shares worth $13.6M. The position accounts for 2.69% of the portfolio, ranked #4.

Triangle Securities Wealth Management first reported a position in SLYV in Q1 2019 and has held it in 30 quarters since. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Triangle Securities Wealth Management held 124,315 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $13.6M as of Q2 2026.
Triangle Securities Wealth Management bought 34 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $3.5K.
State Street SPDR S&P 600 Small Cap Value ETF made up 2.69% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #4 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 30 quarters since.
616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.