Envestnet Portfolio Solutions’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Envestnet Portfolio Solutions’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	-3,020	Closed	-$241K	–	1562
2025 Q2	$241K	Sell	3,020 -777	-20%	-$58.9K	﹤0.01%	1435
2025 Q1	$298K	Sell	3,797 -17,587	-82%	-$1.49M	﹤0.01%	1292
2024 Q4	$1.87M	Buy	21,384 +536	+3%	+$47.9K	0.01%	687
2024 Q3	$1.81M	Sell	20,848 -515	-2%	-$43.1K	0.01%	692
2024 Q2	$1.67M	Sell	21,363 -1,335	-6%	-$106K	0.01%	689
2024 Q1	$1.88M	Buy	22,698 +397	+2%	+$31.8K	0.01%	652
2023 Q4	$1.86M	Sell	22,301 -314	-1%	-$23.2K	0.01%	611
2023 Q3	$1.64M	Buy	+22,615	New	+$1.75M	0.01%	610

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Portfolio Solutions's SLYV Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2025, closing a stake of 3,020 shares — an estimated $241K sold.

Envestnet Portfolio Solutions first reported a position in SLYV in Q3 2023 and held it in 8 quarters. The position peaked at $1.88M in Q1 2024. 562 funds tracked by Wall St. Rank hold SLYV as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 3,020 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2025, an estimated $241K.
Envestnet Portfolio Solutions first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.88M in Q1 2024.
562 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.