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

Wealth Advisors Northwest’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	$443K	Sell	4,058 -194	-5%	-$20K	0.15%	45
2026 Q1	$402K	Sell	4,252 -316	-7%	-$30.6K	0.17%	41
2025 Q4	$416K	Sell	4,568 -378	-8%	-$34K	0.18%	41
2025 Q3	$438K	Sell	4,946 -47	-0.9%	-$4K	0.21%	41
2025 Q2	$398K	Buy	4,993 +427	+9%	+$32.4K	0.21%	42
2025 Q1	$358K	Sell	4,566 -26	-0.6%	-$2.21K	0.23%	41
2024 Q4	$401K	Buy	+4,592	New	+$410K	0.27%	38

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

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

Wealth Advisors Northwest reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4.6% in Q2 2026, selling an estimated $20K and leaving 4,058 shares worth $443K. The position accounts for 0.15% of the portfolio, ranked #45.

Wealth Advisors Northwest first reported a position in SLYV in Q4 2024 and has held it in 7 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Wealth Advisors Northwest held 4,058 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $443K as of Q2 2026.
Wealth Advisors Northwest sold 194 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $20K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.15% of Wealth Advisors Northwest's portfolio in Q2 2026, its #45 holding.
Wealth Advisors Northwest first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.