IWA
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Invera Wealth Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Invera Wealth Advisors’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 		$1.11M Sell
11,717
-166
-1% -$16K 0.71% 45
2025
Q4 		$1.08M Sell
11,883
-243
-2% -$21.8K 0.68% 43
2025
Q3 		$1.07M Sell
12,126
-37
-0.3% -$3.15K 0.66% 47
2025
Q2 		$970K Buy
12,163
+88
+0.7% +$6.67K 0.63% 51
2025
Q1 		$947K Buy
12,075
+139
+1% +$11.8K 0.61% 58
2024
Q4 		$1.07M Buy
11,936
+224
+2% +$20K 1.06% 26
2024
Q3 		$1.08M Buy
11,712
+316
+3% +$26.5K 1.08% 28
2024
Q2 		$925K Buy
11,396
+514
+5% +$40.8K 0.95% 27
2024
Q1 		$831K Sell
10,882
-453
-4% -$36.3K 0.71% 41
2023
Q4 		$944K Buy
+11,335
New +$838K 0.59% 59

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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