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

Trueblood 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 		$1.8M Sell
19,023
-146
-0.8% -$14.1K 0.7% 33
2025
Q4 		$1.74M Buy
19,169
+110
+0.6% +$9.88K 0.68% 37
2025
Q3 		$1.69M Buy
19,059
+395
+2% +$33.7K 0.66% 36
2025
Q2 		$1.49M Buy
18,664
+19
+0.1% +$1.44K 0.62% 46
2025
Q1 		$1.46M Sell
18,645
-451
-2% -$38.3K 0.68% 40
2024
Q4 		$1.67M Buy
19,096
+619
+3% +$55.3K 0.82% 23
2024
Q3 		$1.6M Buy
18,477
+2,116
+13% +$177K 0.81% 29
2024
Q2 		$1.28M Buy
16,361
+201
+1% +$16K 0.72% 33
2024
Q1 		$1.34M Buy
16,160
+754
+5% +$60.5K 0.77% 32
2023
Q4 		$1.28M Buy
+15,406
New +$1.14M 0.81% 30

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.07B AUM 22.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return