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

Atria Wealth Solutions’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	$1.57M	Buy	19,307 +6,574	+52%	+$499K	0.04%	484
2025 Q1	$998K	Sell	12,733 -1,388	-10%	-$118K	0.01%	900
2024 Q4	$1.23M	Sell	14,121 -232	-2%	-$20.7K	0.01%	847
2024 Q3	$1.25M	Sell	14,353 -12,723	-47%	-$1.06M	0.01%	832
2024 Q2	$2.12M	Buy	27,076 +4,260	+19%	+$338K	0.02%	604
2024 Q1	$1.89M	Sell	22,816 -1,653	-7%	-$133K	0.02%	662
2023 Q4	$2.04M	Sell	24,469 -37	-0.2%	-$2.74K	0.03%	600
2023 Q3	$1.77M	Sell	24,506 -1,761	-7%	-$136K	0.02%	600
2023 Q2	$2.03M	Buy	26,267 +1,709	+7%	+$127K	0.03%	558
2023 Q1	$1.87M	Buy	24,558 +1,237	+5%	+$98.3K	0.03%	565
2022 Q4	$1.73M	Buy	23,321 +1,661	+8%	+$125K	0.03%	565
2022 Q3	$1.45M	Sell	21,660 -72	-0.3%	-$5.42K	0.03%	597
2022 Q2	$1.57M	Sell	21,732 -89	-0.4%	-$6.95K	0.03%	526
2022 Q1	$1.82M	Buy	+21,821	New	+$1.81M	0.03%	511

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

Atria Wealth Solutions's SLYV Position: Q2 2025 in Review

Atria Wealth Solutions increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 52% in Q2 2025, buying an estimated $499K and bringing the position to 19,307 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #484.

Atria Wealth Solutions first reported a position in SLYV in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.12M in Q2 2024. 550 funds tracked by Wall St. Rank hold SLYV as of Q2 2025.

Atria Wealth Solutions held 19,307 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.57M as of Q2 2025.
Atria Wealth Solutions bought 6,574 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2025, an estimated $499K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #484 holding.
Atria Wealth Solutions first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2.12M in Q2 2024.
550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.