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

Carolinas Wealth Consulting’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
Q2 		– Sell
-315
Closed -$24.7K – 792
2025
Q1 		$24.7K Sell
315
-70
-18% -$5.94K 0.01% 435
2024
Q4 		$33.5K Buy
385
+3
+0.8% +$268 0.01% 412
2024
Q3 		$33.1K Buy
382
+2
+0.5% +$167 0.01% 417
2024
Q2 		$29.7K Buy
380
+3
+0.8% +$238 0.01% 434
2024
Q1 		$31.3K Buy
377
+2
+0.5% +$160 0.01% 438
2023
Q4 		$31.3K Buy
375
+3
+0.8% +$222 0.01% 393
2023
Q3 		$25.3K Buy
372
+2
+0.5% +$155 0.01% 399
2023
Q2 		$28.6K Buy
370
+2
+0.5% +$149 0.01% 425
2023
Q1 		$28.1K Buy
368
+1
+0.3% +$79 0.01% 438
2022
Q4 		$27.2K Buy
367
+299
+440% +$22.4K 0.01% 438
2022
Q3 		$5K Buy
68
+1
+1% +$75 ﹤0.01% 663
2022
Q2 		$5K Buy
67
+14
+26% +$1.09K ﹤0.01% 663
2022
Q1 		$4K Hold
53
– – ﹤0.01% 737
2021
Q4 		$4K Hold
53
– – ﹤0.01% 747
2021
Q3 		$4K Buy
53
+1
+2% +$82 ﹤0.01% 715
2021
Q2 		$4K Hold
52
– – ﹤0.01% 743
2021
Q1 		$4K Hold
52
– – ﹤0.01% 749
2020
Q4 		$3K Hold
52
– – ﹤0.01% 718
2020
Q3 		$3K Hold
52
– – ﹤0.01% 657
2020
Q2 		$3K Buy
+52
New +$2.38K ﹤0.01% 463

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's SLYV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2025, closing a stake of 315 shares — an estimated $24.7K sold.

Carolinas Wealth Consulting first reported a position in SLYV in Q2 2020 and held it in 20 quarters. The position peaked at $33.5K in Q4 2024. 550 funds tracked by Wall St. Rank hold SLYV as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 315 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2025, an estimated $24.7K.
  • Carolinas Wealth Consulting first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $33.5K in Q4 2024.
  • 550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.