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

Winthrop Capital 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 Q3	$161K	Sell	1,578 -2	-0.1%	-$217	0.04%	125
2026 Q2	$172K	Buy	1,580 +1	+0.1%	+$103	0.04%	127
2026 Q1	$149K	Sell	1,579 -12	-0.8%	-$1.16K	0.04%	136
2025 Q4	$145K	Sell	1,591 -113	-7%	-$10.2K	0.03%	138
2025 Q3	$151K	Buy	1,704 +1	+0.1%	+$85	0.04%	127
2025 Q2	$136K	Sell	1,703 -413	-20%	-$31.3K	0.03%	140
2025 Q1	$166K	Sell	2,116 -182	-8%	-$15.4K	0.05%	124
2024 Q4	$200K	Sell	2,298 -4,963	-68%	-$443K	0.05%	129
2024 Q3	$630K	Sell	7,261 -46	-0.6%	-$3.85K	0.3%	42
2024 Q2	$572K	Buy	7,307 +324	+5%	+$25.7K	0.29%	42
2024 Q1	$579K	Sell	6,983 -291	-4%	-$23.3K	0.27%	47
2023 Q4	$606K	Buy	+7,274	New	+$538K	0.2%	87

Other funds holding SLYV

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Winthrop Capital Management's SLYV Position: Q3 2026 in Review

Winthrop Capital Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.13% in Q3 2026, selling an estimated $217 and leaving 1,578 shares worth $161K. The position accounts for 0.04% of the portfolio, ranked #125.

Winthrop Capital Management first reported a position in SLYV in Q4 2023 and has held it in 12 quarters since. The position peaked at $630K in Q3 2024. 350 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

Winthrop Capital Management held 1,578 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $161K as of Q3 2026.
Winthrop Capital Management sold 2 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $217.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of Winthrop Capital Management's portfolio in Q3 2026, its #125 holding.
Winthrop Capital Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Winthrop Capital Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $630K in Q3 2024.
350 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

Based on Winthrop Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.