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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.22M Buy
11,157
+2,482
+29% +$256K 0.04% 425
2026
Q1
$821K Hold
8,675
0.03% 504
2025
Q4
$789K Sell
8,675
-175
-2% -$15.7K 0.04% 406
2025
Q3
$785K Sell
8,850
-468
-5% -$39.9K 0.04% 353
2025
Q2
$743K Sell
9,318
-1,441
-13% -$109K 0.04% 330
2025
Q1
$844K Sell
10,759
-203
-2% -$17.2K 0.06% 281
2024
Q4
$956K Sell
10,962
-1,747
-14% -$156K 0.05% 323
2024
Q3
$1.1M Sell
12,709
-82
-0.6% -$6.86K 0.06% 293
2024
Q2
$1M Buy
12,791
+9
+0.1% +$715 0.07% 231
2024
Q1
$1.06M Sell
12,782
-455
-3% -$36.5K 0.08% 222
2023
Q4
$1.1M Sell
13,237
-1
-0% -$74 0.08% 257
2023
Q3
$958K Buy
13,238
+272
+2% +$21K 0.08% 257
2023
Q2
$1M Sell
12,966
-385
-3% -$28.6K 0.09% 244
2023
Q1
$1.02M Buy
13,351
+146
+1% +$11.6K 0.09% 229
2022
Q4
$980K Sell
13,205
-12,702
-49% -$953K 0.1% 222
2022
Q3
$1.74M Buy
25,907
+2,069
+9% +$156K 0.1% 207
2022
Q2
$1.73M Buy
23,838
+4,585
+24% +$358K 0.1% 207
2022
Q1
$1.6M Buy
19,253
+15,345
+393% +$1.27M 0.08% 237
2021
Q4
$331K Buy
+3,908
New +$334K 0.03% 441
2021
Q2
$409K Buy
4,760
+877
+23% +$74.6K 0.04% 407
2021
Q1
$318K Buy
+3,883
New +$299K 0.04% 392

Other funds holding SLYV

Western Wealth Management's SLYV Position: Q2 2026 in Review

Western Wealth Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 29% in Q2 2026, buying an estimated $256K and bringing the position to 11,157 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #425.

Western Wealth Management first reported a position in SLYV in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.74M in Q3 2022. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Western Wealth Management held 11,157 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.22M as of Q2 2026.
  • Western Wealth Management bought 2,482 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $256K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #425 holding.
  • Western Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Western Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.74M in Q3 2022.
  • 617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.