Atria Investments’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Atria Investments’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 Q1	–	Sell	-5,811	Closed	-$507K	–	1991
2024 Q4	$507K	Sell	5,811 -62	-1%	-$5.54K	0.01%	1319
2024 Q3	$510K	Sell	5,873 -1,406	-19%	-$118K	0.01%	1306
2024 Q2	$570K	Buy	+7,279	New	+$578K	0.01%	1239
2023 Q1	–	Sell	-14,362	Closed	-$1.07M	–	863
2022 Q4	$1.07M	Buy	+14,362	New	+$1.08M	0.02%	739
2022 Q2	–	Sell	-18,769	Closed	-$1.56M	–	862
2022 Q1	$1.56M	Buy	18,769 +3,087	+20%	+$256K	0.03%	660
2021 Q4	$1.33M	Buy	15,682 +360	+2%	+$30.7K	0.02%	721
2021 Q3	$1.26M	Sell	15,322 -52	-0.3%	-$4.27K	0.02%	699
2021 Q2	$1.32M	Buy	+15,374	New	+$1.31M	0.03%	663
2017 Q3	–	Sell	-20,064	Closed	-$1.2M	–	825
2017 Q2	$1.2M	Buy	20,064 +1,000	+5%	+$58.8K	0.07%	262
2017 Q1	$1.13M	Sell	19,064 -5,856	-23%	-$347K	0.07%	242
2016 Q4	$1.48M	Buy	+24,920	New	+$1.4M	0.11%	189

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

GIM

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Atria Investments's SLYV Position: Q1 2025 in Review

Atria Investments sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2025, closing a stake of 5,811 shares — an estimated $507K sold.

Atria Investments first reported a position in SLYV in Q4 2016 and held it in 11 quarters. The position peaked at $1.56M in Q1 2022. 551 funds tracked by Wall St. Rank hold SLYV as of Q1 2025.

Atria Investments reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Atria Investments sold 5,811 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2025, an estimated $507K.
Atria Investments first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2016 and held it in 11 quarters.
Atria Investments's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.56M in Q1 2022.
551 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.