Wealth Enhancement Trust Services
SLYV icon

Wealth Enhancement Trust Services’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Wealth Enhancement Trust Services’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 		$98.2K Buy
961
+50
+5% +$5.41K 0.01% 359
2026
Q2 		$99.4K Buy
911
+96
+12% +$9.9K 0.01% 371
2026
Q1 		$77.1K Hold
815
– – 0.01% 392
2025
Q4 		$74.1K Buy
+815
New +$73.2K 0.01% 378

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Cannon Financial Strategists
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NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
Pacific Life Fund Advisors
Pacific Life Fund Advisors Newport Beach, California $1B AUM 11.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Dean Jacobson Financial Services
Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Wealth Enhancement Trust Services's SLYV Position: Q3 2026 in Review

Wealth Enhancement Trust Services increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 5.5% in Q3 2026, buying an estimated $5.41K and bringing the position to 961 shares worth $98.2K. The position accounts for 0.01% of the portfolio, ranked #359.

Wealth Enhancement Trust Services first reported a position in SLYV in Q4 2025 and has held it in 4 quarters since. The position peaked at $99.4K in Q2 2026. 556 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

  • Wealth Enhancement Trust Services held 961 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $98.2K as of Q3 2026.
  • Wealth Enhancement Trust Services bought 50 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $5.41K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #359 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $99.4K in Q2 2026.
  • 556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.