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FLP Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

FLP Wealth 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
Q1 		– Sell
-89
Closed -$7.76K – 376
2024
Q4 		$7.76K Buy
+89
New +$7.95K 0.02% 263

Other funds holding SLYV

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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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FLP Wealth Management's SLYV Position: Q1 2025 in Review

FLP Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2025, closing a stake of 89 shares — an estimated $7.76K sold.

FLP Wealth Management first reported a position in SLYV in Q4 2024 and held it in 1 quarter. The position peaked at $7.76K in Q4 2024. 551 funds tracked by Wall St. Rank hold SLYV as of Q1 2025.

  • FLP Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 89 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2025, an estimated $7.76K.
  • FLP Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $7.76K in Q4 2024.
  • 551 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.