Wealthcare Advisory Partners’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Wealthcare Advisory Partners’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	$549K	Sell	5,373 -170	-3%	-$18.4K	0.01%	722
2026 Q2	$605K	Sell	5,543 -68	-1%	-$7K	0.01%	658
2026 Q1	$531K	Sell	5,611 -279	-5%	-$27K	0.01%	685
2025 Q4	$536K	Sell	5,890 -431	-7%	-$38.7K	0.01%	673
2025 Q3	$560K	Sell	6,321 -206	-3%	-$17.6K	0.01%	647
2025 Q2	$521K	Buy	+6,527	New	+$495K	0.01%	634
2024 Q3	–	Sell	-2,880	Closed	-$226K	–	901
2024 Q2	$226K	Sell	2,880 -1,284	-31%	-$102K	0.01%	754
2024 Q1	$346K	Sell	4,164 -3,124	-43%	-$250K	0.01%	629
2023 Q4	$607K	Buy	7,288 +188	+3%	+$13.9K	0.02%	445
2023 Q3	$514K	Sell	7,100 -550	-7%	-$42.5K	0.02%	425
2023 Q2	$591K	Buy	7,650 +512	+7%	+$38.1K	0.03%	404
2023 Q1	$544K	Sell	7,138 -1,424	-17%	-$113K	0.02%	434
2022 Q4	$635K	Buy	8,562 +186	+2%	+$14K	0.03%	365
2022 Q3	$562K	Buy	8,376 +5,401	+182%	+$406K	0.03%	335
2022 Q2	$215K	Buy	+2,975	New	+$232K	0.01%	516
2021 Q4	–	Sell	-12,673	Closed	-$1.04M	–	610
2021 Q3	$1.04M	Buy	12,673 +231	+2%	+$19K	0.07%	185
2021 Q2	$1.07M	Buy	12,442 +1,941	+18%	+$165K	0.07%	190
2021 Q1	$861K	Buy	10,501 +663	+7%	+$51.1K	0.06%	204
2020 Q4	$651K	Sell	9,838 -212	-2%	-$12.6K	0.06%	196
2020 Q3	$503K	Buy	10,050 +725	+8%	+$37.2K	0.06%	197
2020 Q2	$458K	Buy	9,325 +7,554	+427%	+$346K	0.06%	187
2020 Q1	$72K	Buy	1,771 +82	+5%	+$4.64K	0.01%	437
2019 Q4	$111K	Buy	+1,689	New	+$107K	0.01%	380

Other funds holding SLYV

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 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

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

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Wealthcare Advisory Partners's SLYV Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3.1% in Q3 2026, selling an estimated $18.4K and leaving 5,373 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #722.

Wealthcare Advisory Partners first reported a position in SLYV in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.07M in Q2 2021. 194 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Wealthcare Advisory Partners held 5,373 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $549K as of Q3 2026.
Wealthcare Advisory Partners sold 170 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $18.4K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #722 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and has held it in 23 quarters since.
Wealthcare Advisory Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.07M in Q2 2021.
194 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.