Vestia Personal Wealth Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Vestia Personal Wealth Advisors’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	$646K	Buy	6,825 +23	+0.3%	+$2.22K	0.3%	44
2025 Q4	$672K	Sell	6,802 -249	-4%	-$22.4K	0.34%	42
2025 Q3	$625K	Sell	7,051 -9	-0.1%	-$767	0.36%	39
2025 Q2	$563K	Buy	7,060 +6	+0.1%	+$455	0.39%	40
2025 Q1	$553K	Sell	7,054 -90	-1%	-$7.63K	0.44%	39
2024 Q4	$623K	Sell	7,144 -21	-0.3%	-$1.88K	0.51%	35
2024 Q3	$622K	Sell	7,165 -92	-1%	-$7.7K	0.59%	34
2024 Q2	$568K	Buy	+7,257	New	+$576K	0.61%	34

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Vestia Personal Wealth Advisors's SLYV Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.34% in Q1 2026, buying an estimated $2.22K and bringing the position to 6,825 shares worth $646K. The position accounts for 0.3% of the portfolio, ranked #44.

Vestia Personal Wealth Advisors first reported a position in SLYV in Q2 2024 and has held it in 8 quarters since. The position peaked at $672K in Q4 2025. 596 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Vestia Personal Wealth Advisors held 6,825 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $646K as of Q1 2026.
Vestia Personal Wealth Advisors bought 23 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $2.22K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.3% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #44 holding.
Vestia Personal Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $672K in Q4 2025.
596 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.