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

Advisornet Financial’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
Q3 		– Sell
-496
Closed -$39.6K – 2326
2025
Q2 		$39.6K Hold
496
– – ﹤0.01% 1077
2025
Q1 		$38.9K Sell
496
-305
-38% -$25.9K ﹤0.01% 1001
2024
Q4 		$69.9K Sell
801
-14
-2% -$1.25K 0.01% 781
2024
Q3 		$70.8K Sell
815
-385
-32% -$32.2K 0.01% 794
2024
Q2 		$94K Sell
1,200
-1
-0.1% -$79 0.01% 658
2024
Q1 		$99.6K Sell
1,201
-378
-24% -$30.3K 0.01% 639
2023
Q4 		$132K Sell
1,579
-29
-2% -$2.15K 0.01% 563
2023
Q3 		$116K Buy
1,608
+729
+83% +$56.3K 0.01% 582
2023
Q2 		$67.8K Buy
879
+12
+1% +$893 0.01% 740
2023
Q1 		$66K Buy
867
+73
+9% +$5.8K 0.01% 721
2022
Q4 		$58.9K Sell
794
-13
-2% -$975 0.01% 748
2022
Q3 		$54K Sell
807
-6
-0.7% -$451 0.01% 828
2022
Q2 		$59K Sell
813
-109
-12% -$8.51K 0.01% 820
2022
Q1 		$77K Sell
922
-41
-4% -$3.4K ﹤0.01% 824
2021
Q4 		$82K Buy
963
+303
+46% +$25.9K 0.01% 875
2021
Q3 		$54K Sell
660
-19
-3% -$1.56K ﹤0.01% 981
2021
Q2 		$58K Buy
679
+3
+0.4% +$255 ﹤0.01% 941
2021
Q1 		$55K Buy
676
+90
+15% +$6.94K ﹤0.01% 914
2020
Q4 		$39K Buy
586
+13
+2% +$772 ﹤0.01% 943
2020
Q3 		$29K Sell
573
-6,793
-92% -$349K ﹤0.01% 992
2020
Q2 		$362K Buy
7,366
+585
+9% +$26.8K 0.03% 399
2020
Q1 		$277K Buy
6,781
+5,780
+577% +$327K 0.03% 411
2019
Q4 		$66K Sell
1,001
-142
-12% -$8.99K 0.01% 800
2019
Q3 		$70K Sell
1,143
-11,007
-91% -$660K 0.01% 789
2019
Q2 		$737K Sell
12,150
-967
-7% -$58.6K 0.08% 240
2019
Q1 		$791K Buy
13,117
+1,652
+14% +$99.6K 0.1% 204
2018
Q4 		$617K Buy
11,465
+4,657
+68% +$283K 0.09% 216
2018
Q3 		$465K Buy
6,808
+3,113
+84% +$215K 0.06% 274
2018
Q2 		$247K Buy
3,695
+2,213
+149% +$145K 0.03% 356
2018
Q1 		$92K Buy
1,482
+550
+59% +$34.6K 0.01% 548
2017
Q4 		$59K Buy
+932
New +$59.4K 0.01% 607

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisornet Financial's SLYV Position: Q3 2025 in Review

Advisornet Financial sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2025, closing a stake of 496 shares — an estimated $39.6K sold.

Advisornet Financial first reported a position in SLYV in Q4 2017 and held it in 31 quarters. The position peaked at $791K in Q1 2019. 562 funds tracked by Wall St. Rank hold SLYV as of Q3 2025.

  • Advisornet Financial reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Advisornet Financial sold 496 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2025, an estimated $39.6K.
  • Advisornet Financial first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and held it in 31 quarters.
  • Advisornet Financial's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $791K in Q1 2019.
  • 562 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.