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

Ackerman Capital Advisors’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
2025 Q2	–	Sell	-4,552	Closed	-$357K	–	122
2025 Q1	$357K	Hold	4,552	–	–	0.09%	75
2024 Q4	$397K	Hold	4,552	–	–	0.1%	73
2024 Q3	$395K	Sell	4,552 -29	-0.6%	-$2.43K	0.1%	74
2024 Q2	$359K	Sell	4,581 -50	-1%	-$3.97K	0.1%	73
2024 Q1	$384K	Sell	4,631 -221	-5%	-$17.7K	0.11%	75
2023 Q4	$404K	Sell	4,852 -2,799	-37%	-$207K	0.11%	74
2023 Q3	$554K	Sell	7,651 -442	-5%	-$34.2K	0.15%	59
2023 Q2	$625K	Sell	8,093 -52	-0.6%	-$3.87K	0.16%	59
2023 Q1	$620K	Buy	8,145 +1,160	+17%	+$92.2K	0.16%	61
2022 Q4	$518K	Sell	6,985 -6,183	-47%	-$464K	0.14%	66
2022 Q3	$884K	Sell	13,168 -5,833	-31%	-$439K	0.25%	47
2022 Q2	$1.38M	Buy	+19,001	New	+$1.48M	0.37%	38

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ackerman Capital Advisors's SLYV Position: Q2 2025 in Review

Ackerman Capital Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2025, closing a stake of 4,552 shares — an estimated $357K sold.

Ackerman Capital Advisors first reported a position in SLYV in Q2 2022 and held it in 12 quarters. The position peaked at $1.38M in Q2 2022. 550 funds tracked by Wall St. Rank hold SLYV as of Q2 2025.

Ackerman Capital Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Ackerman Capital Advisors sold 4,552 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2025, an estimated $357K.
Ackerman Capital Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2022 and held it in 12 quarters.
Ackerman Capital Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.38M in Q2 2022.
550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2025.

Based on Ackerman Capital Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.