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Kestra Private Wealth Services’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Kestra Private Wealth Services’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
-2,263
Closed -$201K – 1801
2025
Q3 		$201K Buy
+2,263
New +$193K ﹤0.01% 1559
2024
Q4 		– Sell
-10,790
Closed -$937K – 1487
2024
Q3 		$937K Buy
10,790
+341
+3% +$28.5K 0.02% 637
2024
Q2 		$818K Buy
10,449
+552
+6% +$43.8K 0.02% 640
2024
Q1 		$821K Buy
9,897
+47
+0.5% +$3.77K 0.02% 614
2023
Q4 		$821K Buy
9,850
+981
+11% +$72.5K 0.02% 577
2023
Q3 		$642K Buy
8,869
+54
+0.6% +$4.17K 0.02% 586
2023
Q2 		$680K Hold
8,815
– – 0.02% 533
2023
Q1 		$672K Buy
8,815
+1
+0% +$79 0.03% 515
2022
Q4 		$654K Buy
8,814
+109
+1% +$8.18K 0.03% 458
2022
Q3 		$584K Sell
8,705
-29
-0.3% -$2.18K 0.03% 457
2022
Q2 		$632K Buy
8,734
+30
+0.3% +$2.34K 0.04% 439
2022
Q1 		$725K Buy
+8,704
New +$721K 0.04% 462

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Kestra Private Wealth Services's SLYV Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2025, closing a stake of 2,263 shares — an estimated $201K sold.

Kestra Private Wealth Services first reported a position in SLYV in Q1 2022 and held it in 12 quarters. The position peaked at $937K in Q3 2024. 586 funds tracked by Wall St. Rank hold SLYV as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 2,263 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2025, an estimated $201K.
  • Kestra Private Wealth Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2022 and held it in 12 quarters.
  • Kestra Private Wealth Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $937K in Q3 2024.
  • 586 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.