GSIAS
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Garden State Investment Advisory Services’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Garden State Investment Advisory Services’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
-2,783
Closed -$222K – 345
2025
Q2 		$222K Buy
2,783
+154
+6% +$11.7K 0.06% 262
2025
Q1 		$206K Buy
2,629
+3
+0.1% +$254 0.07% 238
2024
Q4 		$229K Sell
2,626
-373
-12% -$33.3K 0.07% 218
2024
Q3 		$260K Sell
2,999
-181
-6% -$15.2K 0.08% 187
2024
Q2 		$249K Buy
+3,180
New +$253K 0.09% 186
2024
Q1 		– Sell
-2,624
Closed -$219K – 275
2023
Q4 		$219K Buy
+2,624
New +$194K 0.09% 187

Other funds holding SLYV

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Financial Engines Advisors
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CFS
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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