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

Marshall & Sterling 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
Q4 		– Sell
-109
Closed -$9.66K – 574
2025
Q3 		$9.66K Hold
109
– – 0.01% 350
2025
Q2 		$8.69K Hold
109
– – 0.01% 362
2025
Q1 		$8.54K Buy
+109
New +$9.24K 0.01% 346

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

Marshall & Sterling Wealth Advisors's SLYV Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2025, closing a stake of 109 shares — an estimated $9.66K sold.

Marshall & Sterling Wealth Advisors first reported a position in SLYV in Q1 2025 and held it in 3 quarters. The position peaked at $9.66K in Q3 2025. 586 funds tracked by Wall St. Rank hold SLYV as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 109 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2025, an estimated $9.66K.
  • Marshall & Sterling Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $9.66K in Q3 2025.
  • 586 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.