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

MJP Associates’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	-2,533	Closed	-$225K	–	262
2025 Q3	$225K	Buy	+2,533	New	+$216K	0.03%	227
2025 Q2	–	Sell	-6,933	Closed	-$544K	–	243
2025 Q1	$544K	Sell	6,933 -102	-1%	-$8.65K	0.1%	96
2024 Q4	$614K	Buy	7,035 +102	+1%	+$9.11K	0.11%	79
2024 Q3	$602K	Hold	6,933	–	–	0.11%	92
2024 Q2	$543K	Hold	6,933	–	–	0.11%	95
2024 Q1	$575K	Sell	6,933 -7,862	-53%	-$630K	0.13%	87
2023 Q4	$1.23M	Buy	+14,795	New	+$1.09M	0.33%	30

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MJP Associates's SLYV Position: Q4 2025 in Review

MJP Associates sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2025, closing a stake of 2,533 shares — an estimated $225K sold.

MJP Associates first reported a position in SLYV in Q4 2023 and held it in 7 quarters. The position peaked at $1.23M in Q4 2023. 584 funds tracked by Wall St. Rank hold SLYV as of Q4 2025.

MJP Associates reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
MJP Associates sold 2,533 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2025, an estimated $225K.
MJP Associates first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and held it in 7 quarters.
MJP Associates's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.23M in Q4 2023.
584 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2025.

Based on MJP Associates's 13F filing for Q4 2025, filed 6 Feb 2026.