CWM
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Congress Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Congress Wealth Management’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 		$408K Sell
5,115
-198
-4% -$15K ﹤0.01% 987
2025
Q1 		$417K Buy
5,313
+793
+18% +$67.3K 0.01% 864
2024
Q4 		$394K Buy
4,520
+11
+0.2% +$983 0.01% 694
2024
Q3 		$392K Sell
4,509
-19,189
-81% -$1.61M 0.01% 680
2024
Q2 		$1.86M Sell
23,698
-19,871
-46% -$1.58M 0.03% 370
2024
Q1 		$3.62M Sell
43,569
-2,328
-5% -$187K 0.06% 260
2023
Q4 		$3.82M Sell
45,897
-148
-0.3% -$10.9K 0.07% 249
2023
Q3 		$3.33M Buy
+46,045
New +$3.56M 0.07% 257

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 $2.29B 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 $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return