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 Q2	$1.2M	Buy	11,019 +3,137	+40%	+$323K	0.01%	715
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 $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Vise Technologies's SLYV Position: Q2 2026 in Review

Vise Technologies increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 40% in Q2 2026, buying an estimated $323K and bringing the position to 11,019 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #715.

Vise Technologies first reported a position in SLYV in Q4 2021 and has held it in 6 quarters since. 620 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Vise Technologies held 11,019 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.2M as of Q2 2026.
Vise Technologies bought 3,137 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $323K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #715 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 6 quarters since.
620 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.