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

WealthShield 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
Q2 		$37.6K Sell
345
-66,170
-99% -$6.82M 0.01% 295
2026
Q1 		$6.29M Sell
66,515
-86
-0.1% -$8.31K 0.7% 37
2025
Q4 		$6.06M Sell
66,601
-3,127
-4% -$281K 0.67% 42
2025
Q3 		$6.18M Sell
69,728
-4,361
-6% -$372K 0.7% 38
2025
Q2 		$5.91M Buy
74,089
+7,055
+11% +$535K 0.71% 35
2025
Q1 		$5.26M Buy
67,034
+170
+0.3% +$14.4K 0.67% 40
2024
Q4 		$5.83M Buy
66,864
+6,039
+10% +$540K 0.83% 34
2024
Q3 		$5.28M Buy
60,825
+3,734
+7% +$313K 0.72% 35
2024
Q2 		$4.47M Buy
57,091
+152
+0.3% +$12.1K 0.68% 35
2024
Q1 		$4.72M Sell
56,939
-7,834
-12% -$628K 0.76% 33
2023
Q4 		$5.4M Buy
64,773
+2,092
+3% +$155K 0.89% 25
2023
Q3 		$4.54M Buy
62,681
+363
+0.6% +$28.1K 0.68% 36
2023
Q2 		$4.81M Buy
62,318
+5,105
+9% +$380K 0.72% 32
2023
Q1 		$4.36M Sell
57,213
-301
-0.5% -$23.9K 0.7% 32
2022
Q4 		$4.27M Sell
57,514
-668
-1% -$50.1K 0.82% 24
2022
Q3 		$3.91M Buy
58,182
+999
+2% +$75.1K 0.77% 29
2022
Q2 		$4.14M Buy
57,183
+3,317
+6% +$259K 0.82% 29
2022
Q1 		$4.49M Buy
+53,866
New +$4.46M 0.72% 33
2020
Q4 		– Sell
-512
Closed -$26K – 395
2020
Q3 		$26K Buy
+512
New +$26.3K 0.01% 326
2018
Q4 		– Sell
-58
Closed -$4K – 277
2018
Q3 		$4K Hold
58
– – ﹤0.01% 234
2018
Q2 		$4K Hold
58
– – ﹤0.01% 225
2018
Q1 		$4K Hold
58
– – ﹤0.01% 216
2017
Q4 		$4K Buy
+58
New +$3.7K ﹤0.01% 205

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
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

WealthShield Partners's SLYV Position: Q2 2026 in Review

WealthShield Partners reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 99% in Q2 2026, selling an estimated $6.82M and leaving 345 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #295.

WealthShield Partners first reported a position in SLYV in Q4 2017 and has held it in 23 quarters since. The position peaked at $6.29M in Q1 2026. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • WealthShield Partners held 345 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $37.6K as of Q2 2026.
  • WealthShield Partners sold 66,170 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $6.82M.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #295 holding.
  • WealthShield Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and has held it in 23 quarters since.
  • WealthShield Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $6.29M in Q1 2026.
  • 618 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.