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

ORG 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
2025
Q2 		– Sell
-353
Closed -$27.7K – 1610
2025
Q1 		$27.7K Buy
+353
New +$29.9K 0.01% 613
2024
Q1 		– Sell
-37
Closed -$3.08K – 1003
2023
Q4 		$3.08K Buy
+37
New +$2.74K ﹤0.01% 910
2023
Q3 		– Sell
-61
Closed -$4.75K – 1573
2023
Q2 		$4.75K Buy
+61
New +$4.54K ﹤0.01% 1079

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ORG Partners's SLYV Position: Q2 2025 in Review

ORG Partners sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2025, closing a stake of 353 shares — an estimated $27.7K sold.

ORG Partners first reported a position in SLYV in Q2 2023 and held it in 3 quarters. The position peaked at $27.7K in Q1 2025. 550 funds tracked by Wall St. Rank hold SLYV as of Q2 2025.

  • ORG Partners reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • ORG Partners sold 353 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2025, an estimated $27.7K.
  • ORG Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2023 and held it in 3 quarters.
  • ORG Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $27.7K in Q1 2025.
  • 550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.