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Ground Swell Capital’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Ground Swell Capital’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
-5,691
Closed -$505K – 169
2025
Q3 		$505K Buy
+5,691
New +$485K 1.1% 26
2025
Q1 		– Sell
-2,432
Closed -$212K – 248
2024
Q4 		$212K Buy
+2,432
New +$217K 0.46% 84
2021
Q4 		– Sell
-7,593
Closed -$622K – 106
2021
Q3 		$622K Buy
+7,593
New +$623K 2.68% 6
2014
Q3 		$37K Sell
728
-608
-46% -$32.7K 0.07% 293
2014
Q2 		$74K Buy
+1,336
New +$71.4K 0.14% 79

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