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

Financial Gravity Asset 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 Q4	–	Sell	-1,359	Closed	-$120K	–	911
2025 Q3	$120K	Buy	+1,359	New	+$116K	0.02%	200
2025 Q1	$16.8K	Buy	+214	New	+$18.2K	﹤0.01%	507
2024 Q2	$42.1K	Sell	538 -384	-42%	-$30.5K	0.01%	287
2024 Q1	$76.8K	Hold	922	–	–	0.02%	218
2023 Q4	$76.8K	Buy	+922	New	+$68.2K	0.02%	218
2021 Q3	$82K	Hold	14	–	–	0.04%	409
2021 Q2	$86K	Buy	+14	New	+$1.19K	0.03%	396
2020 Q4	$1K	Buy	+14	New	+$832	﹤0.01%	444
2019 Q4	$66K	Buy	426 +194	+84%	+$12.3K	0.05%	501
2019 Q3	$14K	Sell	232 -3	-1%	-$180	0.01%	540
2019 Q2	$14K	Sell	235 -10	-4%	-$606	0.01%	533
2019 Q1	$15K	Buy	+245	New	+$14.8K	0.01%	484
2018 Q3	$17K	Sell	284 -140	-33%	-$9.67K	0.02%	495
2018 Q2	$29K	Buy	424 +50	+13%	+$3.27K	0.03%	430
2018 Q1	$23K	Buy	+374	New	+$23.5K	0.02%	497

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

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

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

Financial Gravity Asset Management's SLYV Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2025, closing a stake of 1,359 shares — an estimated $120K sold.

Financial Gravity Asset Management first reported a position in SLYV in Q1 2018 and held it in 15 quarters. The position peaked at $120K in Q3 2025. 584 funds tracked by Wall St. Rank hold SLYV as of Q4 2025.

Financial Gravity Asset Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 1,359 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2025, an estimated $120K.
Financial Gravity Asset Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2018 and held it in 15 quarters.
Financial Gravity Asset Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $120K in Q3 2025.
584 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.