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

Bellwether Advisors’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 Q3	–	Sell	-725	Closed	-$57.8K	–	497
2025 Q2	$57.8K	Hold	725	–	–	0.01%	210
2025 Q1	$56.8K	Hold	725	–	–	0.01%	216
2024 Q4	$63.2K	Buy	+725	New	+$64.8K	0.01%	214
2023 Q1	–	Hold	0	–	–	–	471
2022 Q1	–	Sell	-27	Closed	-$2K	–	614
2021 Q4	$2K	Buy	+27	New	+$2.31K	﹤0.01%	515

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bellwether Advisors's SLYV Position: Q3 2025 in Review

Bellwether Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2025, closing a stake of 725 shares — an estimated $57.8K sold.

Bellwether Advisors first reported a position in SLYV in Q4 2021 and held it in 4 quarters. The position peaked at $63.2K in Q4 2024. 561 funds tracked by Wall St. Rank hold SLYV as of Q3 2025.

Bellwether Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 725 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2025, an estimated $57.8K.
Bellwether Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and held it in 4 quarters.
Bellwether Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $63.2K in Q4 2024.
561 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.