Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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BBW
Blue Barn Wealth’s
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
Stock Holding History
Blue Barn Wealth’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
Q4
$2.29M
Sell
25,127
-28,572
-53%
-$2.57M
3.33%
7
2025
Q3
$4.76M
Buy
53,699
+2,603
+5%
+$222K
2.09%
10
2025
Q2
$4.07M
Buy
51,096
+6,453
+14%
+$489K
1.92%
12
2025
Q1
$3.5M
Buy
44,643
+3,556
+9%
+$302K
1.83%
12
2024
Q4
$3.58M
Buy
41,087
+2,208
+6%
+$197K
1.89%
11
2024
Q3
$3.38M
Buy
38,879
+1,991
+5%
+$167K
1.73%
13
2024
Q2
$2.89M
Buy
36,888
+1,565
+4%
+$124K
1.61%
14
2024
Q1
$2.93M
Buy
35,323
+650
+2%
+$52.1K
1.63%
14
2023
Q4
$2.89M
Buy
34,673
+2,701
+8%
+$200K
1.72%
14
2023
Q3
$2.31M
Buy
31,972
+2,126
+7%
+$164K
1.52%
16
2023
Q2
$2.3M
Buy
29,846
+2,089
+8%
+$155K
1.5%
16
2023
Q1
$2.11M
Buy
27,757
+633
+2%
+$50.3K
1.31%
20
2022
Q4
$2.01M
Sell
27,124
-549
-2%
-$41.2K
1.33%
21
2022
Q3
$1.86M
Buy
27,673
+1,183
+4%
+$89K
1.32%
17
2022
Q2
$1.92M
Buy
26,490
+1,373
+5%
+$107K
1.47%
15
2022
Q1
$2.09M
Buy
25,117
+2,553
+11%
+$211K
1.45%
17
2021
Q4
$1.91M
Buy
22,564
+2,654
+13%
+$227K
1.29%
20
2021
Q3
$1.63M
Buy
19,910
+1,540
+8%
+$126K
1.43%
18
2021
Q2
$1.57M
Buy
+18,370
New
+$1.56M
1.62%
18
Other funds holding SLYV
LPL Financial
San Diego, California
$376B 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
GIM
Goelzer Investment Management
Carmel, Indiana
$2.07B AUM
22.58%
1-Year Est. Return
NP
NorthRock Partners
Minneapolis, Minnesota
$6.2B AUM
15.8%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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