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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
Q2 		$99.4K Buy
911
+96
+12% +$9.89K 0.01% 371
2026
Q1 		$77.1K Hold
815
– – 0.01% 392
2025
Q4 		$74.1K Buy
+815
New +$73.2K 0.01% 378

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
NP
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
CF
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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Trust Services's SLYV Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 12% in Q2 2026, buying an estimated $9.89K and bringing the position to 911 shares worth $99.4K. The position accounts for 0.01% of the portfolio, ranked #371.

Wealth Enhancement Trust Services first reported a position in SLYV in Q4 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Wealth Enhancement Trust Services held 911 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $99.4K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 96 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $9.89K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #371 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 3 quarters since.
  • 522 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.