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

Balanced Wealth Group’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 		$12M Sell
127,046
-3,237
-2% -$313K 4.3% 8
2025
Q4 		$11.6M Buy
130,283
+3,694
+3% +$332K 4.25% 8
2025
Q3 		$10.4M Sell
126,589
-500
-0.4% -$42.6K 4.55% 7
2025
Q2 		$10.3M Buy
127,089
+15,086
+13% +$1.14M 4.46% 7
2025
Q1 		$8.78M Buy
112,003
+1,072
+1% +$90.9K 4.24% 7
2024
Q4 		$9.73M Buy
110,931
+2,472
+2% +$221K 4.37% 7
2024
Q3 		$9.29M Sell
108,459
-203,937
-65% -$17.1M 4.11% 8
2024
Q2 		$7.94M Buy
312,396
+11,787
+4% +$936K 3.61% 8
2024
Q1 		$7.38M Buy
300,609
+271,557
+935% +$21.8M 3.29% 9
2023
Q4 		$2.42M Buy
+29,052
New +$2.15M 1.26% 20

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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