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

Westside Investment Management’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	$36.7K	Buy	336 +240	+250%	+$24.7K	﹤0.01%	704
2026 Q1	$9.08K	Hold	96	–	–	﹤0.01%	1128
2025 Q4	$8.73K	Hold	96	–	–	﹤0.01%	1119
2025 Q3	$8.51K	Hold	96	–	–	﹤0.01%	1146
2025 Q2	$7.66K	Hold	96	–	–	﹤0.01%	1046
2025 Q1	$7.53K	Sell	96 -22	-19%	-$1.87K	﹤0.01%	727
2024 Q4	$10.3K	Hold	118	–	–	﹤0.01%	679
2024 Q3	$10.2K	Hold	118	–	–	﹤0.01%	679
2024 Q2	$9.24K	Hold	118	–	–	﹤0.01%	666
2024 Q1	$9.77K	Buy	118 +22	+23%	+$1.76K	﹤0.01%	631
2023 Q4	$8K	Hold	96	–	–	﹤0.01%	639
2023 Q3	$6.95K	Hold	96	–	–	﹤0.01%	650
2023 Q2	$7.41K	Hold	96	–	–	﹤0.01%	643
2023 Q1	$7.31K	Hold	96	–	–	﹤0.01%	642
2022 Q4	$7	Buy	+96	New	+$7.2K	﹤0.01%	658

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

Westside Investment Management's SLYV Position: Q2 2026 in Review

Westside Investment Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 250% in Q2 2026, buying an estimated $24.7K and bringing the position to 336 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Westside Investment Management first reported a position in SLYV in Q4 2022 and has held it in 15 quarters since. 618 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Westside Investment Management held 336 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $36.7K as of Q2 2026.
Westside Investment Management bought 240 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $24.7K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #704 holding.
Westside Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.