Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
GWSG
GPS Wealth Strategies Group’s
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
Stock Holding History
GPS Wealth Strategies Group’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
-163
Closed
-$14.5K
–
1423
2025
Q3
$14.5K
Hold
163
–
–
﹤0.01%
993
2025
Q2
$13K
Sell
163
-149
-48%
-$11.3K
﹤0.01%
965
2025
Q1
$24.5K
Sell
312
-50
-14%
-$4.24K
﹤0.01%
781
2024
Q4
$31.6K
Buy
362
+1
+0.3%
+$89
﹤0.01%
693
2024
Q3
$31.3K
Buy
361
+49
+16%
+$4.1K
﹤0.01%
694
2024
Q2
$24.4K
Buy
312
+306
+5,100%
+$24.3K
﹤0.01%
714
2024
Q1
$519
Hold
6
–
–
﹤0.01%
1193
2023
Q4
$519
Hold
6
–
–
﹤0.01%
1185
2023
Q3
$447
Hold
6
–
–
﹤0.01%
1217
2023
Q2
$474
Hold
6
–
–
﹤0.01%
1196
2023
Q1
$465
Buy
+6
New
+$477
﹤0.01%
1196
2022
Q4
–
Sell
-71
Closed
-$5K
–
931
2022
Q3
$5K
Hold
71
–
–
﹤0.01%
903
2022
Q2
$5K
Hold
71
–
–
﹤0.01%
892
2022
Q1
$6K
Hold
71
–
–
﹤0.01%
824
2021
Q4
$6K
Hold
71
–
–
﹤0.01%
834
2021
Q3
$6K
Hold
71
–
–
﹤0.01%
812
2021
Q2
$6K
Hold
71
–
–
﹤0.01%
840
2021
Q1
$5K
Buy
+71
New
+$5.47K
﹤0.01%
773
Other funds holding SLYV
LPL Financial
San Diego, California
$376B 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
$2.07B AUM
22.58%
1-Year Est. Return
NP
NorthRock Partners
Minneapolis, Minnesota
$6.2B AUM
15.8%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close