CIBC Private Wealth Group
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CIBC Private Wealth Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

CIBC Private Wealth Group’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 		$37.4K Hold
411
– – ﹤0.01% 1909
2025
Q3 		$36.4K Hold
411
– – ﹤0.01% 1929
2025
Q2 		$32.8K Sell
411
-1,380
-77% -$105K ﹤0.01% 1829
2025
Q1 		$120K Hold
1,791
– – ﹤0.01% 1283
2024
Q4 		$155K Sell
1,791
-64
-3% -$5.72K ﹤0.01% 1254
2024
Q3 		$161K Buy
1,855
+102
+6% +$8.54K ﹤0.01% 1290
2024
Q2 		$136K Sell
1,753
-328
-16% -$26K ﹤0.01% 1268
2024
Q1 		$170K Buy
+2,081
New +$167K ﹤0.01% 1194
2018
Q3 		– Sell
-980
Closed -$65K – 1604
2018
Q2 		$65K Sell
980
-420
-30% -$27.5K ﹤0.01% 1111
2018
Q1 		$86K Sell
1,400
-292
-17% -$18.4K ﹤0.01% 1045
2017
Q4 		$106K Buy
+1,692
New +$108K ﹤0.01% 1027

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CIBC Private Wealth Group's SLYV Position: Q4 2025 in Review

CIBC Private Wealth Group held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q4 2025 at 411 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

CIBC Private Wealth Group first reported a position in SLYV in Q4 2017 and has held it in 11 quarters since. The position peaked at $170K in Q1 2024. 585 funds tracked by Wall St. Rank hold SLYV as of Q4 2025.

  • CIBC Private Wealth Group held 411 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $37.4K as of Q4 2025.
  • CIBC Private Wealth Group left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q4 2025.
  • State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1909 holding.
  • CIBC Private Wealth Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and has held it in 11 quarters since.
  • CIBC Private Wealth Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $170K in Q1 2024.
  • 585 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.