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 Q2	$655K	Sell	5,999 -124	-2%	-$12.8K	﹤0.01%	696
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 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

Wealthspire Advisors (New York)'s SLYV Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2% in Q2 2026, selling an estimated $12.8K and leaving 5,999 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Wealthspire Advisors (New York) first reported a position in SLYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $726K in Q4 2024. 620 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Wealthspire Advisors (New York) held 5,999 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $655K as of Q2 2026.
Wealthspire Advisors (New York) sold 124 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $12.8K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #696 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 7 quarters since.
Wealthspire Advisors (New York)'s State Street SPDR S&P 600 Small Cap Value ETF position peaked at $726K in Q4 2024.
620 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.