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Citizens National Bank Trust Department’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Citizens National Bank Trust Department’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
-46
Closed -$3.61K – 396
2025
Q1 		$3.61K Buy
+46
New +$3.9K ﹤0.01% 389

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 $103B AUM 28.65% 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

Citizens National Bank Trust Department's SLYV Position: Q2 2025 in Review

Citizens National Bank Trust Department sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2025, closing a stake of 46 shares — an estimated $3.61K sold.

Citizens National Bank Trust Department first reported a position in SLYV in Q1 2025 and held it in 1 quarter. The position peaked at $3.61K in Q1 2025. 550 funds tracked by Wall St. Rank hold SLYV as of Q2 2025.

  • Citizens National Bank Trust Department reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Citizens National Bank Trust Department sold 46 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2025, an estimated $3.61K.
  • Citizens National Bank Trust Department first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Citizens National Bank Trust Department's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.61K in Q1 2025.
  • 550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2025.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2025, filed 23 Jul 2025.