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

Allred 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
Q1 		$287K Hold
3,030
– – 0.1% 136
2025
Q4 		$276K Hold
3,030
– – 0.1% 135
2025
Q3 		$269K Hold
3,030
– – 0.09% 148
2025
Q2 		$242K Hold
3,030
– – 0.09% 146
2025
Q1 		$238K Hold
3,030
– – 0.09% 149
2024
Q4 		$264K Hold
3,030
– – 0.1% 151
2024
Q3 		$263K Hold
3,030
– – 0.1% 141
2024
Q2 		$237K Hold
3,030
– – 0.09% 154
2024
Q1 		$251K Sell
3,030
-710
-19% -$56.9K 0.1% 151
2023
Q4 		$312K Buy
+3,740
New +$277K 0.14% 133

Other funds holding SLYV

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Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
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CFS
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NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.07B AUM 22.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return