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

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 301
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

GoalVest Advisory's SLYV Position: Q4 2025 in Review

GoalVest Advisory sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2025, closing a stake of 622 shares — an estimated $55.1K sold.

GoalVest Advisory first reported a position in SLYV in Q1 2022 and held it in 9 quarters. The position peaked at $3.12M in Q1 2022. 584 funds tracked by Wall St. Rank hold SLYV as of Q4 2025.

  • GoalVest Advisory reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 622 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2025, an estimated $55.1K.
  • GoalVest Advisory first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2022 and held it in 9 quarters.
  • GoalVest Advisory's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.12M in Q1 2022.
  • 584 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.