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Wrenne Financial Planning’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Wrenne Financial Planning’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 		$23.1M Buy
211,985
+9,021
+4% +$929K 7.81% 3
2026
Q1 		$19.2M Buy
202,964
+6,618
+3% +$640K 7.53% 3
2025
Q4 		$17.9M Buy
196,346
+8,858
+5% +$796K 7.27% 3
2025
Q3 		$16.6M Buy
187,488
+6,213
+3% +$529K 7.11% 4
2025
Q2 		$14.5M Sell
181,275
-10,523
-5% -$798K 6.76% 4
2025
Q1 		$15M Buy
191,798
+15,042
+9% +$1.28M 7.99% 3
2024
Q4 		$15.4M Buy
176,756
+11,903
+7% +$1.06M 8.77% 3
2024
Q3 		$14.3M Buy
164,853
+14,264
+9% +$1.19M 8.53% 3
2024
Q2 		$11.8M Buy
150,589
+8,071
+6% +$641K 8.13% 3
2024
Q1 		$11.8M Buy
142,518
+11,211
+9% +$899K 8.74% 3
2023
Q4 		$10.9M Buy
+131,307
New +$9.71M 9.31% 3

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
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

Wrenne Financial Planning's SLYV Position: Q2 2026 in Review

Wrenne Financial Planning increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4.4% in Q2 2026, buying an estimated $929K and bringing the position to 211,985 shares worth $23.1M. The position accounts for 7.81% of the portfolio, ranked #3.

Wrenne Financial Planning first reported a position in SLYV in Q4 2023 and has held it in 11 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Wrenne Financial Planning held 211,985 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $23.1M as of Q2 2026.
  • Wrenne Financial Planning bought 9,021 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $929K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 7.81% of Wrenne Financial Planning's portfolio in Q2 2026, its #3 holding.
  • Wrenne Financial Planning 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.
  • 617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.