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

Bristlecone 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
-249
Closed -$19.9K – 299
2025
Q2 		$19.9K Hold
249
– – ﹤0.01% 273
2025
Q1 		$19.5K Hold
249
– – ﹤0.01% 335
2024
Q4 		$21.7K Hold
249
– – ﹤0.01% 330
2024
Q3 		$21.6K Buy
+249
New +$20.8K ﹤0.01% 337
2023
Q2 		– Sell
-255
Closed -$19.4K – 335
2023
Q1 		$19.4K Buy
+255
New +$20.3K ﹤0.01% 318

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
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 $2.29B AUM 39.12% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bristlecone Advisors's SLYV Position: Q3 2025 in Review

Bristlecone Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2025, closing a stake of 249 shares — an estimated $19.9K sold.

Bristlecone Advisors first reported a position in SLYV in Q1 2023 and held it in 5 quarters. The position peaked at $21.7K in Q4 2024. 561 funds tracked by Wall St. Rank hold SLYV as of Q3 2025.

  • Bristlecone 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.
  • Bristlecone Advisors sold 249 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2025, an estimated $19.9K.
  • Bristlecone Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2023 and held it in 5 quarters.
  • Bristlecone Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $21.7K 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 Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.