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 Q3	$405K	Sell	3,965 -93	-2%	-$10.1K	0.14%	44
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%	-$2.2K	0.23%	41
2024 Q4	$401K	Buy	+4,592	New	+$410K	0.27%	38

Other funds holding SLYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Wealth Advisors Northwest's SLYV Position: Q3 2026 in Review

Wealth Advisors Northwest reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.3% in Q3 2026, selling an estimated $10.1K and leaving 3,965 shares worth $405K. The position accounts for 0.14% of the portfolio, ranked #44.

Wealth Advisors Northwest first reported a position in SLYV in Q4 2024 and has held it in 8 quarters since. The position peaked at $443K in Q2 2026. 440 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Wealth Advisors Northwest held 3,965 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $405K as of Q3 2026.
Wealth Advisors Northwest sold 93 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $10.1K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.14% of Wealth Advisors Northwest's portfolio in Q3 2026, its #44 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 8 quarters since.
Wealth Advisors Northwest's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $443K in Q2 2026.
440 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Wealth Advisors Northwest's 13F filing for Q3 2026, filed 29 Oct 2026.