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

WealthPLAN 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
Q1 		– Sell
-4,202
Closed -$382K – 266
2025
Q4 		$382K Sell
4,202
-917
-18% -$82.4K 0.06% 211
2025
Q3 		$454K Buy
5,119
+127
+3% +$10.8K 0.07% 180
2025
Q2 		$398K Sell
4,992
-1,257
-20% -$95.3K 0.06% 189
2025
Q1 		$490K Sell
6,249
-885
-12% -$75.1K 0.07% 170
2024
Q4 		$622K Buy
7,134
+96
+1% +$8.58K 0.09% 155
2024
Q3 		$611K Sell
7,038
-1,554
-18% -$130K 0.08% 160
2024
Q2 		$673K Buy
8,592
+1,377
+19% +$109K 0.07% 175
2024
Q1 		$599K Buy
7,215
+4,147
+135% +$332K 0.06% 187
2023
Q4 		$256K Buy
3,068
+268
+10% +$19.8K 0.03% 284
2023
Q3 		$203K Sell
2,800
-53
-2% -$4.1K 0.02% 300
2023
Q2 		$220K Buy
2,853
+262
+10% +$19.5K 0.03% 279
2023
Q1 		$197K Sell
2,591
-351
-12% -$27.9K 0.02% 303
2022
Q4 		$246K Buy
+2,942
New +$221K 0.02% 342
2022
Q1 		$264K Buy
3,380
+85
+3% +$7.04K 0.02% 338
2021
Q4 		$267K Buy
3,295
+615
+23% +$52.5K 0.02% 331
2021
Q3 		$229K Buy
2,680
+142
+6% +$11.7K 0.02% 350
2021
Q2 		$213K Hold
2,538
– – 0.02% 333
2021
Q1 		$216K Buy
+2,538
New +$196K 0.02% 309
2020
Q1 		– Sell
-11,271
Closed -$719K – 281
2019
Q4 		$719K Sell
11,271
-92,229
-89% -$5.84M 0.08% 133
2019
Q3 		$6.61M Sell
103,500
-1,209
-1% -$72.5K 0.9% 31
2019
Q2 		$6.17M Buy
104,709
+1,675
+2% +$102K 0.93% 29
2019
Q1 		$6.28M Buy
103,034
+6,892
+7% +$416K 0.98% 24
2018
Q4 		$6.07M Buy
96,142
+31,491
+49% +$1.91M 0.98% 24
2018
Q3 		$3.88M Buy
+64,651
New +$4.47M 0.71% 39

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WealthPLAN Partners's SLYV Position: Q1 2026 in Review

WealthPLAN Partners sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2026, closing a stake of 4,202 shares — an estimated $382K sold.

WealthPLAN Partners first reported a position in SLYV in Q3 2018 and held it in 24 quarters. The position peaked at $6.61M in Q3 2019. 597 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • WealthPLAN Partners reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 4,202 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $382K.
  • WealthPLAN Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2018 and held it in 24 quarters.
  • WealthPLAN Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $6.61M in Q3 2019.
  • 597 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.