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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
LPL Financial San Diego, California $376B AUM 19.32% 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 $761M AUM 18.73% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.07B AUM 22.58% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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