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

Coastal Bridge 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
-7,483
Closed -$597K – 484
2025
Q2 		$597K Sell
7,483
-3,664
-33% -$278K 0.05% 269
2025
Q1 		$874K Buy
+11,147
New +$945K 0.08% 211

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

Coastal Bridge Advisors's SLYV Position: Q3 2025 in Review

Coastal Bridge Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2025, closing a stake of 7,483 shares — an estimated $597K sold.

Coastal Bridge Advisors first reported a position in SLYV in Q1 2025 and held it in 2 quarters. The position peaked at $874K in Q1 2025. 562 funds tracked by Wall St. Rank hold SLYV as of Q3 2025.

  • Coastal Bridge 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.
  • Coastal Bridge Advisors sold 7,483 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2025, an estimated $597K.
  • Coastal Bridge Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2025 and held it in 2 quarters.
  • Coastal Bridge Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $874K in Q1 2025.
  • 562 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2025.

Based on Coastal Bridge Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.