Avantax Advisory Services’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$781K Buy
9,798
+4,802
+96% +$364K ﹤0.01% 1313
2025
Q1
$392K Buy
4,996
+2,121
+74% +$180K ﹤0.01% 1672
2024
Q4
$251K Buy
2,875
+463
+19% +$41.4K ﹤0.01% 1911
2024
Q3
$209K Buy
+2,412
New +$202K ﹤0.01% 1980
2024
Q2
Sell
-2,973
Closed -$247K 2127
2024
Q1
$247K Buy
2,973
+84
+3% +$6.74K ﹤0.01% 1415
2023
Q4
$241K Sell
2,889
-3,144
-52% -$233K ﹤0.01% 1358
2023
Q3
$437K Buy
6,033
+339
+6% +$26.2K ﹤0.01% 1002
2023
Q2
$440K Buy
5,694
+552
+11% +$41.1K 0.01% 997
2023
Q1
$392K Buy
5,142
+184
+4% +$14.6K ﹤0.01% 1014
2022
Q4
$368K Buy
4,958
+44
+0.9% +$3.3K ﹤0.01% 1011
2022
Q3
$330K Buy
4,914
+209
+4% +$15.7K 0.01% 958
2022
Q2
$341K Buy
4,705
+1,561
+50% +$122K 0.01% 952
2022
Q1
$262K Buy
+3,144
New +$260K ﹤0.01% 1072
2020
Q1
Sell
-6,173
Closed -$406K 882
2019
Q4
$406K Buy
6,173
+485
+9% +$30.7K 0.01% 540
2019
Q3
$349K Buy
5,688
+805
+16% +$48.3K 0.01% 398
2019
Q2
$296K Sell
4,883
-2,908
-37% -$176K 0.01% 399
2019
Q1
$470K Buy
7,791
+3,022
+63% +$182K 0.03% 282
2018
Q4
$256K Buy
+4,769
New +$289K 0.04% 326

Other funds holding SLYV

Avantax Advisory Services's SLYV Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 96% in Q2 2025, buying an estimated $364K and bringing the position to 9,798 shares worth $781K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Avantax Advisory Services first reported a position in SLYV in Q4 2018 and has held it in 18 quarters since. 550 funds tracked by Wall St. Rank hold SLYV as of Q2 2025.

  • Avantax Advisory Services held 9,798 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $781K as of Q2 2025.
  • Avantax Advisory Services bought 4,802 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2025, an estimated $364K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1313 holding.
  • Avantax Advisory Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and has held it in 18 quarters since.
  • 550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.