CIBC Private Wealth Group
SLYV icon

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 $376B 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 $2.07B AUM 22.58% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return