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

Oarsman Capital’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
-36
Closed -$3.16K – 741
2024
Q4 		$3.16K Hold
36
– – ﹤0.01% 806
2024
Q3 		$3.14K Buy
+36
New +$3.01K ﹤0.01% 817

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
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
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oarsman Capital's SLYV Position: Q1 2025 in Review

Oarsman Capital sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2025, closing a stake of 36 shares — an estimated $3.16K sold.

Oarsman Capital first reported a position in SLYV in Q3 2024 and held it in 2 quarters. The position peaked at $3.16K in Q4 2024. 551 funds tracked by Wall St. Rank hold SLYV as of Q1 2025.

  • Oarsman Capital reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 36 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2025, an estimated $3.16K.
  • Oarsman Capital first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.16K in Q4 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 Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.