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 $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

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

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

Blue Barn Wealth's SLYV Position: Q4 2025 in Review

Blue Barn Wealth reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 53% in Q4 2025, selling an estimated $2.57M and leaving 25,127 shares worth $2.29M. The position accounts for 3.33% of the portfolio, ranked #7.

Blue Barn Wealth first reported a position in SLYV in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.76M in Q3 2025. 585 funds tracked by Wall St. Rank hold SLYV as of Q4 2025.

Blue Barn Wealth held 25,127 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.29M as of Q4 2025.
Blue Barn Wealth sold 28,572 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2025, an estimated $2.57M.
State Street SPDR S&P 600 Small Cap Value ETF made up 3.33% of Blue Barn Wealth's portfolio in Q4 2025, its #7 holding.
Blue Barn Wealth first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2021 and has held it in 19 quarters since.
Blue Barn Wealth's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $4.76M in Q3 2025.
585 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.