Congress Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
Other funds holding SLYV
CFS
GIM
NP
Congress Wealth Management's SLYV Position: Q2 2025 in Review
Congress Wealth Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3.7% in Q2 2025, selling an estimated $15K and leaving 5,115 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #987.
Congress Wealth Management first reported a position in SLYV in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.82M in Q4 2023. 550 funds tracked by Wall St. Rank hold SLYV as of Q2 2025.
- Congress Wealth Management held 5,115 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $408K as of Q2 2025.
- Congress Wealth Management sold 198 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2025, an estimated $15K.
- State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #987 holding.
- Congress Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2023 and has held it in 8 quarters since.
- Congress Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.82M in Q4 2023.
- 550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.