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 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

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

Winthrop Capital Management's SLYV Position: Q2 2026 in Review

Winthrop Capital Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.06% in Q2 2026, buying an estimated $103 and bringing the position to 1,580 shares worth $172K. The position accounts for 0.04% of the portfolio, ranked #127.

Winthrop Capital Management first reported a position in SLYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $630K in Q3 2024. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Winthrop Capital Management held 1,580 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $172K as of Q2 2026.
Winthrop Capital Management bought 1 State Street SPDR S&P 600 Small Cap Value ETF share in Q2 2026, an estimated $103.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of Winthrop Capital Management's portfolio in Q2 2026, its #127 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 11 quarters since.
Winthrop Capital Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $630K in Q3 2024.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.