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

Crews Bank & Trust’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
-730
Closed -$57.2K – 638
2025
Q1 		$57.2K Hold
730
– – 0.01% 326
2024
Q4 		$63.7K Buy
+730
New +$65.2K 0.01% 317

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 $94.2B AUM 21.24% 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

Crews Bank & Trust's SLYV Position: Q2 2025 in Review

Crews Bank & Trust sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2025, closing a stake of 730 shares — an estimated $57.2K sold.

Crews Bank & Trust first reported a position in SLYV in Q4 2024 and held it in 2 quarters. The position peaked at $63.7K in Q4 2024. 550 funds tracked by Wall St. Rank hold SLYV as of Q2 2025.

  • Crews Bank & Trust reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Crews Bank & Trust sold 730 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2025, an estimated $57.2K.
  • Crews Bank & Trust first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Crews Bank & Trust's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $63.7K in Q4 2024.
  • 550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2025.

Based on Crews Bank & Trust's 13F filing for Q2 2025, filed 21 Jul 2025.