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

JFS 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
2025 Q2	–	Sell	-530	Closed	-$41.6K	–	1956
2025 Q1	$41.6K	Buy	+530	New	+$45K	﹤0.01%	514
2024 Q2	–	Sell	-31	Closed	-$2.58K	–	2042
2024 Q1	$2.58K	Buy	+31	New	+$2.49K	﹤0.01%	1346
2022 Q4	–	Sell	-800	Closed	-$54K	–	1993
2022 Q3	$54K	Hold	800	–	–	0.01%	367
2022 Q2	$58K	Hold	800	–	–	0.01%	371
2022 Q1	$67K	Buy	+800	New	+$66.2K	0.01%	366

Other funds holding SLYV

LPL Financial San Diego, California $377B 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 $2.29B AUM 39.12% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFS Wealth Advisors's SLYV Position: Q2 2025 in Review

JFS Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2025, closing a stake of 530 shares — an estimated $41.6K sold.

JFS Wealth Advisors first reported a position in SLYV in Q1 2022 and held it in 5 quarters. The position peaked at $67K in Q1 2022. 550 funds tracked by Wall St. Rank hold SLYV as of Q2 2025.

JFS Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
JFS Wealth Advisors sold 530 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2025, an estimated $41.6K.
JFS Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2022 and held it in 5 quarters.
JFS Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $67K in Q1 2022.
550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.