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Laurel Wealth Advisors (North Carolina)’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-610
Closed -$55.5K – 570
2025
Q4 		$55.5K Buy
+610
New +$54.8K 0.01% 313
2025
Q2 		– Sell
-610
Closed -$47.8K – 593
2025
Q1 		$47.8K Hold
610
– – 0.01% 317
2024
Q4 		$53.2K Hold
610
– – 0.01% 305
2024
Q3 		$53K Hold
610
– – 0.01% 307
2024
Q2 		$47.8K Hold
610
– – 0.01% 295
2024
Q1 		$50.6K Hold
610
– – 0.01% 295
2023
Q4 		$50.8K Sell
610
-21
-3% -$1.55K 0.01% 279
2023
Q3 		$45.7K Hold
631
– – 0.01% 282
2023
Q2 		$48.7K Buy
631
+15
+2% +$1.12K 0.01% 285
2023
Q1 		$46.9K Hold
616
– – 0.01% 287
2022
Q4 		$45.7K Hold
616
– – 0.01% 266
2022
Q3 		$41K Hold
616
– – 0.01% 272
2022
Q2 		$45K Hold
616
– – 0.01% 267
2022
Q1 		$51K Hold
616
– – 0.01% 273
2021
Q4 		$52K Hold
616
– – 0.01% 267
2021
Q3 		$50K Sell
616
-225
-27% -$18.5K 0.01% 269
2021
Q2 		$72K Hold
841
– – 0.02% 247
2021
Q1 		$69K Hold
841
– – 0.02% 239
2020
Q4 		$56K Buy
841
+605
+256% +$35.9K 0.01% 252
2020
Q3 		$12K Buy
236
+7
+3% +$359 ﹤0.01% 379
2020
Q2 		$11K Buy
229
+220
+2,444% +$10.1K ﹤0.01% 375
2020
Q1 		$0 Buy
9
+5
+125% +$283 ﹤0.01% 555
2019
Q4 		$0 Hold
4
– – ﹤0.01% 539
2019
Q3 		$0 Buy
+4
New +$240 ﹤0.01% 539

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SLYV Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2026, closing a stake of 610 shares — an estimated $55.5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SLYV in Q3 2019 and held it in 24 quarters. The position peaked at $72K in Q2 2021. 600 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 610 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $55.5K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2019 and held it in 24 quarters.
  • Laurel Wealth Advisors (North Carolina)'s State Street SPDR S&P 600 Small Cap Value ETF position peaked at $72K in Q2 2021.
  • 600 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.