Fielder Capital Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Fielder Capital Group’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	-3,304	Closed	-$259K	–	254
2025 Q1	$259K	Hold	3,304	–	–	0.07%	168
2024 Q4	$288K	Sell	3,304 -216	-6%	-$19.3K	0.09%	145
2024 Q3	$306K	Hold	3,520	–	–	0.1%	130
2024 Q2	$276K	Sell	3,520 -641	-15%	-$50.9K	0.11%	133
2024 Q1	$345K	Hold	4,161	–	–	0.15%	95
2023 Q4	$347K	Buy	+4,161	New	+$308K	0.21%	82

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fielder Capital Group's SLYV Position: Q2 2025 in Review

Fielder Capital Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2025, closing a stake of 3,304 shares — an estimated $259K sold.

Fielder Capital Group first reported a position in SLYV in Q4 2023 and held it in 6 quarters. The position peaked at $347K in Q4 2023. 550 funds tracked by Wall St. Rank hold SLYV as of Q2 2025.

Fielder Capital Group reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Fielder Capital Group sold 3,304 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2025, an estimated $259K.
Fielder Capital Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and held it in 6 quarters.
Fielder Capital Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $347K 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 Fielder Capital Group's 13F filing for Q2 2025, filed 31 Jul 2025.