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

NBC Securities’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 		$23.5K Hold
248
– – ﹤0.01% 1646
2025
Q4 		$22.6K Buy
248
+172
+226% +$15.5K ﹤0.01% 1725
2025
Q3 		$6.74K Hold
76
– – ﹤0.01% 2118
2025
Q2 		$6K Hold
76
– – ﹤0.01% 2083
2025
Q1 		$5K Buy
+76
New +$6.45K ﹤0.01% 1878
2024
Q4 		– Sell
-38
Closed -$3K – 1945
2024
Q3 		$3K Hold
38
– – ﹤0.01% 1986
2024
Q2 		$2K Hold
38
– – ﹤0.01% 2005
2024
Q1 		$3K Hold
38
– – ﹤0.01% 1963
2023
Q4 		$3K Hold
38
– – ﹤0.01% 1970
2023
Q3 		$2K Buy
+38
New +$2.94K ﹤0.01% 2029

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Bank of America
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CFS
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NP
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GIM
Goelzer Investment Management Carmel, Indiana $2.07B AUM 22.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return