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

Glassman Wealth 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
2026
Q1 		$31.6K Buy
334
+1
+0.3% +$97 ﹤0.01% 131
2025
Q4 		$30.2K Buy
333
+3
+0.9% +$270 ﹤0.01% 138
2025
Q3 		$29.3K Buy
330
+1
+0.3% +$85 ﹤0.01% 124
2025
Q2 		$26.2K Buy
329
+2
+0.6% +$152 ﹤0.01% 127
2025
Q1 		$25.6K Buy
327
+2
+0.6% +$170 ﹤0.01% 126
2024
Q4 		$28.4K Buy
325
+2
+0.6% +$179 ﹤0.01% 123
2024
Q3 		$28K Sell
323
-1,112
-77% -$93.1K ﹤0.01% 122
2024
Q2 		$112K Buy
+1,435
New +$114K 0.02% 88
2022
Q1 		– Sell
-246
Closed -$21K – 1922
2021
Q4 		$21K Buy
+246
New +$21K ﹤0.01% 600

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.07B AUM 22.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return