Lido Advisors
SLYV icon

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

Lido 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 		$273K Hold
2,884
– – ﹤0.01% 1615
2025
Q4 		$256K Buy
2,884
+68
+2% +$6.11K ﹤0.01% 1654
2025
Q3 		$250K Hold
2,816
– – ﹤0.01% 1584
2025
Q2 		$225K Sell
2,816
-217
-7% -$16.5K ﹤0.01% 1479
2025
Q1 		$238K Buy
3,033
+217
+8% +$18.4K ﹤0.01% 1311
2024
Q4 		$246K Hold
2,816
– – ﹤0.01% 1303
2024
Q3 		$244K Sell
2,816
-3
-0.1% -$251 ﹤0.01% 1241
2024
Q2 		$221K Sell
2,819
-179
-6% -$14.2K ﹤0.01% 1253
2024
Q1 		$249K Buy
2,998
+182
+6% +$14.6K ﹤0.01% 1174
2023
Q4 		$235K Sell
2,816
-80
-3% -$5.92K ﹤0.01% 1143
2023
Q3 		$210K Buy
2,896
+80
+3% +$6.18K ﹤0.01% 1065
2023
Q2 		$217K Buy
+2,816
New +$209K ﹤0.01% 1077

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