Kathleen S. Wright Associates’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Kathleen S. Wright Associates’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 Q3	$64.1K	Hold	723	–	–	0.02%	140
2025 Q2	$57.6K	Hold	723	–	–	0.02%	142
2025 Q1	$56.6K	Sell	723 -20	-3%	-$1.7K	0.02%	142
2024 Q4	$64.8K	Hold	743	–	–	0.03%	141
2024 Q3	$64.5K	Hold	743	–	–	0.03%	143
2024 Q2	$58.1K	Buy	+743	New	+$59K	0.03%	139

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Kathleen S. Wright Associates's SLYV Position: Q3 2025 in Review

Kathleen S. Wright Associates held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q3 2025 at 723 shares worth $64.1K. The position accounts for 0.02% of the portfolio, ranked #140.

Kathleen S. Wright Associates first reported a position in SLYV in Q2 2024 and has held it in 6 quarters since. The position peaked at $64.8K in Q4 2024. 561 funds tracked by Wall St. Rank hold SLYV as of Q3 2025.

Kathleen S. Wright Associates held 723 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $64.1K as of Q3 2025.
Kathleen S. Wright Associates left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q3 2025.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.02% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #140 holding.
Kathleen S. Wright Associates first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2024 and has held it in 6 quarters since.
Kathleen S. Wright Associates's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $64.8K in Q4 2024.
561 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.