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

Valley Wealth Managers’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 		$801K Sell
8,472
-402
-5% -$38.9K 0.05% 140
2025
Q4 		$807K Sell
8,874
-888
-9% -$79.8K 0.05% 139
2025
Q3 		$865K Sell
9,762
-642
-6% -$54.7K 0.06% 132
2025
Q2 		$830K Sell
10,404
-258
-2% -$19.6K 0.06% 132
2025
Q1 		$836K Sell
10,662
-601
-5% -$51K 0.06% 131
2024
Q4 		$983K Sell
11,263
-610
-5% -$54.5K 0.07% 130
2024
Q3 		$1.03M Buy
11,873
+516
+5% +$43.2K 0.08% 129
2024
Q2 		$889K Sell
11,357
-471
-4% -$37.4K 0.07% 131
2024
Q1 		$981K Sell
11,828
-1,245
-10% -$99.8K 0.07% 125
2023
Q4 		$1.09M Buy
13,073
+1,388
+12% +$103K 0.08% 123
2023
Q3 		$846K Sell
11,685
-354
-3% -$27.4K 0.07% 129
2023
Q2 		$929K Buy
12,039
+77
+0.6% +$5.73K 0.08% 109
2023
Q1 		$911K Buy
11,962
+501
+4% +$39.8K 0.08% 111
2022
Q4 		$851K Buy
11,461
+1,971
+21% +$148K 0.08% 112
2022
Q3 		$637K Sell
9,490
-700
-7% -$52.6K 0.06% 119
2022
Q2 		$738K Buy
10,190
+270
+3% +$21.1K 0.07% 120
2022
Q1 		$827K Buy
9,920
+926
+10% +$76.7K 0.07% 111
2021
Q4 		$762K Buy
8,994
+708
+9% +$60.5K 0.06% 114
2021
Q3 		$679K Buy
8,286
+1,091
+15% +$89.6K 0.06% 117
2021
Q2 		$617K Buy
7,195
+3,517
+96% +$299K 0.05% 120
2021
Q1 		$302K Buy
+3,678
New +$283K 0.03% 147

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B 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 $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Valley Wealth Managers's SLYV Position: Q1 2026 in Review

Valley Wealth Managers reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4.5% in Q1 2026, selling an estimated $38.9K and leaving 8,472 shares worth $801K. The position accounts for 0.05% of the portfolio, ranked #140.

Valley Wealth Managers first reported a position in SLYV in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.09M in Q4 2023. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • Valley Wealth Managers held 8,472 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $801K as of Q1 2026.
  • Valley Wealth Managers sold 402 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $38.9K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.05% of Valley Wealth Managers's portfolio in Q1 2026, its #140 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 21 quarters since.
  • Valley Wealth Managers's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.09M in Q4 2023.
  • 595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.