MB Generational Wealth’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

MB Generational Wealth’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 Q1	–	Sell	-6,289	Closed	-$549K	–	54
2024 Q4	$549K	Sell	6,289 -135	-2%	-$12.1K	0.4%	32
2024 Q3	$558K	Buy	+6,424	New	+$538K	0.4%	31
2024 Q2	–	Sell	-10,445	Closed	-$38.2K	–	66
2024 Q1	$38.2K	Buy	+10,445	New	+$837K	0.03%	57

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

Cerity Partners New York $70.8B AUM 21.68% 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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MB Generational Wealth's SLYV Position: Q1 2025 in Review

MB Generational Wealth sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2025, closing a stake of 6,289 shares — an estimated $549K sold.

MB Generational Wealth first reported a position in SLYV in Q1 2024 and held it in 3 quarters. The position peaked at $558K in Q3 2024. 551 funds tracked by Wall St. Rank hold SLYV as of Q1 2025.

MB Generational Wealth reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
MB Generational Wealth sold 6,289 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2025, an estimated $549K.
MB Generational Wealth first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2024 and held it in 3 quarters.
MB Generational Wealth's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $558K in Q3 2024.
551 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2025.

Based on MB Generational Wealth's 13F filing for Q1 2025, filed 2 May 2025.