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GoalVest Advisory’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-622
Closed -$55.1K – 548
2025
Q3 		$55.1K Hold
622
– – 0.01% 214
2025
Q2 		$49.6K Hold
622
– – 0.01% 209
2025
Q1 		$48.8K Sell
622
-394
-39% -$33.4K 0.01% 187
2024
Q4 		$88.6K Hold
1,016
– – 0.02% 154
2024
Q3 		$88.2K Hold
1,016
– – 0.03% 151
2024
Q2 		$79.6K Hold
1,016
– – 0.03% 147
2024
Q1 		$84.3K Buy
+1,016
New +$81.5K 0.03% 158
2022
Q3 		– Sell
-192
Closed -$14K – 306
2022
Q2 		$14K Sell
192
-37,203
-99% -$2.9M 0.01% 239
2022
Q1 		$3.12M Buy
+37,395
New +$3.1M 1.76% 13

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return