Vise Technologies’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Vise Technologies’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	$717K	Hold	7,882	–	–	0.01%	704
2025 Q4	$717K	Buy	7,882 +5,616	+248%	+$505K	0.01%	709
2025 Q3	$201K	Buy	+2,266	New	+$193K	0.01%	1131
2022 Q2	–	Sell	-2,457	Closed	-$205K	–	321
2022 Q1	$205K	Sell	2,457 -214	-8%	-$17.7K	0.08%	235
2021 Q4	$226K	Buy	+2,671	New	+$228K	0.06%	125

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

Vise Technologies's SLYV Position: Q1 2026 in Review

Vise Technologies held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q1 2026 at 7,882 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #704.

Vise Technologies first reported a position in SLYV in Q4 2021 and has held it in 5 quarters since. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Vise Technologies held 7,882 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $717K as of Q1 2026.
Vise Technologies left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q1 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #704 holding.
Vise Technologies first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and has held it in 5 quarters since.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.