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HUB Investment Partners’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

HUB Investment Partners’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
2026
Q1 		$353K Sell
3,733
-1,039
-22% -$100K 0.01% 723
2025
Q4 		$434K Buy
4,772
+437
+10% +$39.3K 0.01% 529
2025
Q3 		$384K Buy
4,335
+22
+0.5% +$1.87K 0.01% 474
2025
Q2 		$344K Buy
4,313
+24
+0.6% +$1.82K 0.01% 479
2025
Q1 		$336K Hold
4,289
– – 0.01% 418
2024
Q4 		$374K Buy
4,289
+32
+0.8% +$2.86K 0.02% 356
2024
Q3 		$370K Buy
4,257
+23
+0.5% +$1.93K 0.02% 344
2024
Q2 		$332K Buy
4,234
+28
+0.7% +$2.22K 0.02% 349
2024
Q1 		$349K Buy
+4,206
New +$337K 0.02% 333

Other funds holding SLYV

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.07B AUM 22.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return