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

Choate Investment 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
-1,238
Closed -$98.7K – 487
2025
Q2 		$98.7K Buy
+1,238
New +$93.9K ﹤0.01% 423
2025
Q1 		– Sell
-2,560
Closed -$223K – 414
2024
Q4 		$223K Buy
+2,560
New +$229K 0.01% 373

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Choate Investment Advisors's SLYV Position: Q3 2025 in Review

Choate Investment Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2025, closing a stake of 1,238 shares — an estimated $98.7K sold.

Choate Investment Advisors first reported a position in SLYV in Q4 2024 and held it in 2 quarters. The position peaked at $223K in Q4 2024. 562 funds tracked by Wall St. Rank hold SLYV as of Q3 2025.

  • Choate Investment 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.
  • Choate Investment Advisors sold 1,238 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2025, an estimated $98.7K.
  • Choate Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Choate Investment Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $223K in Q4 2024.
  • 562 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.