Global Wealth Strategies & Associates’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Global Wealth Strategies & Associates’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 Q2	–	Sell	-1	Closed	-$47	–	448
2025 Q1	$47	Sell	1 -78	-99%	-$6.62K	﹤0.01%	466
2024 Q4	$6.86K	Buy	79 +1	+1%	+$89	﹤0.01%	245
2024 Q3	$6.77K	Buy	78 +14	+22%	+$1.17K	﹤0.01%	217
2024 Q2	$5.01K	Hold	64	–	–	﹤0.01%	222
2024 Q1	$5.31K	Buy	+64	New	+$5.13K	﹤0.01%	224

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 $2.29B AUM 39.12% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Strategies & Associates's SLYV Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2025, closing a stake of 1 share — an estimated $47 sold.

Global Wealth Strategies & Associates first reported a position in SLYV in Q1 2024 and held it in 5 quarters. The position peaked at $6.86K in Q4 2024. 550 funds tracked by Wall St. Rank hold SLYV as of Q2 2025.

Global Wealth Strategies & Associates reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 1 State Street SPDR S&P 600 Small Cap Value ETF share in Q2 2025, an estimated $47.
Global Wealth Strategies & Associates first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2024 and held it in 5 quarters.
Global Wealth Strategies & Associates's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $6.86K in Q4 2024.
550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.