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Gen-Wealth Partners’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Gen-Wealth 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
Q1 		– Sell
-65
Closed -$5.69K – 660
2024
Q4 		$5.69K Buy
65
+3
+5% +$268 ﹤0.01% 514
2024
Q3 		$5.39K Buy
62
+5
+9% +$419 ﹤0.01% 536
2024
Q2 		$4.44K Buy
57
+7
+14% +$556 ﹤0.01% 533
2024
Q1 		$4.15K Buy
+50
New +$4.01K ﹤0.01% 527

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B 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
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

Gen-Wealth Partners's SLYV Position: Q1 2025 in Review

Gen-Wealth Partners sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2025, closing a stake of 65 shares — an estimated $5.69K sold.

Gen-Wealth Partners first reported a position in SLYV in Q1 2024 and held it in 4 quarters. The position peaked at $5.69K in Q4 2024. 551 funds tracked by Wall St. Rank hold SLYV as of Q1 2025.

  • Gen-Wealth Partners reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 65 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2025, an estimated $5.69K.
  • Gen-Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2024 and held it in 4 quarters.
  • Gen-Wealth Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $5.69K 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 Gen-Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.