Envestnet Portfolio Solutions
SLYV icon

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return