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Oak Harbor Wealth Partners’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Oak Harbor Wealth Partners’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 		$25.5K Hold
270
– – 0.01% 241
2025
Q4 		$24.6K Hold
270
– – 0.01% 235
2025
Q3 		$23.9K Hold
270
– – 0.01% 228
2025
Q2 		$21.5K Hold
270
– – 0.01% 224
2025
Q1 		$21.2K Hold
270
– – 0.01% 230
2024
Q4 		$23.6K Hold
270
– – 0.01% 206
2024
Q3 		$23.4K Hold
270
– – 0.01% 199
2024
Q2 		$21.1K Hold
270
– – 0.01% 200
2024
Q1 		$22.4K Hold
270
– – 0.01% 203
2023
Q4 		$22.5K Hold
270
– – 0.01% 200
2023
Q3 		$19.5K Hold
270
– – 0.01% 202
2023
Q2 		$20.8K Hold
270
– – 0.01% 209
2023
Q1 		$20.6K Hold
270
– – 0.01% 203
2022
Q4 		$20K Hold
270
– – 0.01% 197
2022
Q3 		$18K Buy
+270
New +$20.3K 0.01% 193

Other funds holding SLYV

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
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