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

Wealth Management Nebraska’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	$402K	Sell	3,682 -151	-4%	-$15.6K	0.04%	75
2026 Q1	$363K	Sell	3,833 -111	-3%	-$10.7K	0.04%	76
2025 Q4	$359K	Sell	3,944 -152	-4%	-$13.7K	0.04%	74
2025 Q3	$363K	Sell	4,096 -77	-2%	-$6.56K	0.04%	65
2025 Q2	$334K	Buy	4,173 +1	+0%	+$76	0.05%	60
2025 Q1	$327K	Sell	4,172 -1,416	-25%	-$120K	0.05%	49
2024 Q4	$488K	Buy	+5,588	New	+$499K	0.08%	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 Management Nebraska's SLYV Position: Q2 2026 in Review

Wealth Management Nebraska reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3.9% in Q2 2026, selling an estimated $15.6K and leaving 3,682 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #75.

Wealth Management Nebraska first reported a position in SLYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $488K in Q4 2024. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Wealth Management Nebraska held 3,682 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $402K as of Q2 2026.
Wealth Management Nebraska sold 151 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $15.6K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of Wealth Management Nebraska's portfolio in Q2 2026, its #75 holding.
Wealth Management Nebraska 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.
Wealth Management Nebraska's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $488K in Q4 2024.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Wealth Management Nebraska's 13F filing for Q2 2026, filed 27 Jul 2026.