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

WealthPlan Investment Management’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	$463K	Sell	4,244 -20	-0.5%	-$2.06K	0.02%	333
2026 Q1	$403K	Buy	+4,264	New	+$412K	0.02%	333
2023 Q1	–	Sell	-2,942	Closed	-$247K	–	550
2022 Q4	$247K	Sell	2,942 -2,116	-42%	-$159K	0.02%	340
2022 Q3	$388K	Buy	+5,058	New	+$380K	0.03%	271
2022 Q1	$264K	Buy	+3,380	New	+$280K	0.02%	338

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

WealthPlan Investment Management's SLYV Position: Q2 2026 in Review

WealthPlan Investment Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.47% in Q2 2026, selling an estimated $2.06K and leaving 4,244 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #333.

WealthPlan Investment Management first reported a position in SLYV in Q1 2022 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

WealthPlan Investment Management held 4,244 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $463K as of Q2 2026.
WealthPlan Investment Management sold 20 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $2.06K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #333 holding.
WealthPlan Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2022 and has held it in 5 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.