Valley Wealth Managers’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
Other funds holding SLYV
Valley Wealth Managers's SLYV Position: Q3 2026 in Review
Valley Wealth Managers reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 5.8% in Q3 2026, selling an estimated $51.2K and leaving 7,668 shares worth $783K. The position accounts for 0.04% of the portfolio, ranked #145.
Valley Wealth Managers first reported a position in SLYV in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.09M in Q4 2023. 175 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.
- Valley Wealth Managers held 7,668 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $783K as of Q3 2026.
- Valley Wealth Managers sold 473 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $51.2K.
- State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of Valley Wealth Managers's portfolio in Q3 2026, its #145 holding.
- Valley Wealth Managers first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2021 and has held it in 23 quarters since.
- Valley Wealth Managers's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.09M in Q4 2023.
- 175 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.
Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.