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

WCG 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 Q2	$40.1M	Sell	367,902 -12,744	-3%	-$1.31M	0.95%	22
2026 Q1	$36M	Buy	380,646 +10,447	+3%	+$1.01M	1.01%	21
2025 Q4	$33.7M	Buy	370,199 +238,253	+181%	+$21.4M	0.94%	26
2025 Q3	$11.7M	Sell	131,946 -14,225	-10%	-$1.21M	0.73%	38
2025 Q2	$11.7M	Buy	146,171 +17,755	+14%	+$1.35M	0.75%	39
2025 Q1	$10.1M	Sell	128,416 -19,151	-13%	-$1.62M	0.77%	37
2024 Q4	$12.9M	Buy	147,567 +1,206	+0.8%	+$108K	0.85%	30
2024 Q3	$12.7M	Sell	146,361 -8,773	-6%	-$734K	0.86%	30
2024 Q2	$12.1M	Buy	155,134 +9,883	+7%	+$785K	0.9%	31
2024 Q1	$12.1M	Sell	145,251 -59,523	-29%	-$4.77M	1.01%	28
2023 Q4	$17.1M	Sell	204,774 -20,228	-9%	-$1.5M	1.25%	19
2023 Q3	$16.5M	Buy	225,002 +18,869	+9%	+$1.46M	1.21%	22
2023 Q2	$15.9M	Buy	206,133 +751	+0.4%	+$55.9K	1.86%	16
2023 Q1	$15.6M	Buy	205,382 +10,822	+6%	+$860K	2.01%	13
2022 Q4	$14.4M	Buy	194,560 +17,982	+10%	+$1.35M	1.98%	12
2022 Q3	$12.8M	Sell	176,578 -5,436	-3%	-$409K	1.69%	15
2022 Q2	$13.2M	Buy	+182,014	New	+$14.2M	1.83%	14

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

WCG Wealth Advisors's SLYV Position: Q2 2026 in Review

WCG Wealth Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3.3% in Q2 2026, selling an estimated $1.31M and leaving 367,902 shares worth $40.1M. The position accounts for 0.95% of the portfolio, ranked #22.

WCG Wealth Advisors first reported a position in SLYV in Q2 2022 and has held it in 17 quarters since. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

WCG Wealth Advisors held 367,902 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $40.1M as of Q2 2026.
WCG Wealth Advisors sold 12,744 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $1.31M.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.95% of WCG Wealth Advisors's portfolio in Q2 2026, its #22 holding.
WCG Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.