Foster Dykema Cabot & Partners’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Foster Dykema Cabot & Partners’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	-296	Closed	-$23.6K	–	423
2025 Q2	$23.6K	Sell	296 -896	-75%	-$68K	﹤0.01%	242
2025 Q1	$93.5K	Hold	1,192	–	–	0.01%	164
2024 Q4	$104K	Hold	1,192	–	–	0.01%	170
2024 Q3	$103K	Sell	1,192 -1,165	-49%	-$97.5K	0.01%	168
2024 Q2	$185K	Sell	2,357 -563	-19%	-$44.7K	0.02%	103
2024 Q1	$242K	Hold	2,920	–	–	0.02%	88
2023 Q4	$243K	Buy	+2,920	New	+$216K	0.03%	82

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

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

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

Foster Dykema Cabot & Partners's SLYV Position: Q3 2025 in Review

Foster Dykema Cabot & Partners sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2025, closing a stake of 296 shares — an estimated $23.6K sold.

Foster Dykema Cabot & Partners first reported a position in SLYV in Q4 2023 and held it in 7 quarters. The position peaked at $243K in Q4 2023. 562 funds tracked by Wall St. Rank hold SLYV as of Q3 2025.

Foster Dykema Cabot & Partners reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Foster Dykema Cabot & Partners sold 296 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2025, an estimated $23.6K.
Foster Dykema Cabot & Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and held it in 7 quarters.
Foster Dykema Cabot & Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $243K in Q4 2023.
562 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q3 2025, filed 12 Nov 2025.