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Financial Advocates Investment Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Financial Advocates Investment Management’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
-56,427
Closed -$4.5M – 502
2025
Q2 		$4.5M Buy
56,427
+10,508
+23% +$797K 0.37% 54
2025
Q1 		$3.6M Buy
45,919
+35,019
+321% +$2.97M 0.25% 92
2024
Q4 		$951K Buy
10,900
+363
+3% +$32.4K 0.05% 310
2024
Q3 		$915K Buy
10,537
+693
+7% +$58K 0.05% 323
2024
Q2 		$771K Sell
9,844
-2,109
-18% -$167K 0.05% 345
2024
Q1 		$1.05M Buy
11,953
+406
+4% +$32.6K 0.06% 301
2023
Q4 		$962K Sell
11,547
-30,779
-73% -$2.28M 0.06% 294
2023
Q3 		$3.06M Sell
42,326
-340
-0.8% -$26.3K 0.22% 113
2023
Q2 		$3.29M Sell
42,666
-11,144
-21% -$829K 0.24% 105
2023
Q1 		$4.1M Buy
53,810
+1,244
+2% +$98.8K 0.29% 82
2022
Q4 		$3.9M Buy
52,566
+35,467
+207% +$2.66M 0.29% 89
2022
Q3 		$1.15M Buy
17,099
+2,469
+17% +$186K 0.09% 230
2022
Q2 		$1.06M Buy
14,630
+2,690
+23% +$210K 0.09% 256
2022
Q1 		$995K Buy
11,940
+1,167
+11% +$96.6K 0.07% 299
2021
Q4 		$913K Buy
10,773
+891
+9% +$76.1K 0.06% 339
2021
Q3 		$810K Buy
9,882
+1,566
+19% +$129K 0.05% 362
2021
Q2 		$713K Sell
8,316
-937
-10% -$79.8K 0.05% 390
2021
Q1 		$759K Buy
9,253
+305
+3% +$23.5K 0.05% 384
2020
Q4 		$592K Sell
8,948
-290
-3% -$17.2K 0.04% 412
2020
Q3 		$463K Buy
9,238
+362
+4% +$18.6K 0.04% 388
2020
Q2 		$436K Buy
+8,876
New +$407K 0.04% 388

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $879M AUM 22.04% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Financial Advocates Investment Management's SLYV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2025, closing a stake of 56,427 shares — an estimated $4.5M sold.

Financial Advocates Investment Management first reported a position in SLYV in Q2 2020 and held it in 21 quarters. The position peaked at $4.5M in Q2 2025. 561 funds tracked by Wall St. Rank hold SLYV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 56,427 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2025, an estimated $4.5M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2020 and held it in 21 quarters.
  • Financial Advocates Investment Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $4.5M in Q2 2025.
  • 561 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.