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Wealthspire Advisors (New York)’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Wealthspire Advisors (New York)’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 		$579K Sell
6,123
-296
-5% -$28.6K ﹤0.01% 536
2025
Q4 		$584K Sell
6,419
-218
-3% -$19.6K ﹤0.01% 560
2025
Q3 		$588K Sell
6,637
-351
-5% -$29.9K ﹤0.01% 497
2025
Q2 		$557K Sell
6,988
-1,272
-15% -$96.5K ﹤0.01% 511
2025
Q1 		$648K Sell
8,260
-62
-0.7% -$5.26K ﹤0.01% 461
2024
Q4 		$726K Buy
+8,322
New +$744K 0.01% 425

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 $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthspire Advisors (New York)'s SLYV Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4.6% in Q1 2026, selling an estimated $28.6K and leaving 6,123 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Wealthspire Advisors (New York) first reported a position in SLYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $726K in Q4 2024. 596 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • Wealthspire Advisors (New York) held 6,123 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $579K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 296 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $28.6K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #536 holding.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Wealthspire Advisors (New York)'s State Street SPDR S&P 600 Small Cap Value ETF position peaked at $726K in Q4 2024.
  • 596 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.