PCA Investment Advisory Services’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

PCA Investment Advisory Services’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	-2,858	Closed	-$249K	–	126
2024 Q4	$249K	Hold	2,858	–	–	0.12%	117
2024 Q3	$248K	Sell	2,858 -1,090	-28%	-$91.2K	0.12%	124
2024 Q2	$309K	Hold	3,948	–	–	0.16%	86
2024 Q1	$328K	Sell	3,948 -1	-0%	-$80	0.18%	80
2023 Q4	$329K	Buy	3,949 +1	+0%	+$74	0.22%	68
2023 Q3	$286K	Hold	3,948	–	–	0.2%	77
2023 Q2	$305K	Hold	3,948	–	–	0.18%	77
2023 Q1	$301K	Buy	+3,948	New	+$314K	0.21%	75

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

Cerity Partners New York $82.7B AUM 28.53% 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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCA Investment Advisory Services's SLYV Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2025, closing a stake of 2,858 shares — an estimated $249K sold.

PCA Investment Advisory Services first reported a position in SLYV in Q1 2023 and held it in 8 quarters. The position peaked at $329K in Q4 2023. 552 funds tracked by Wall St. Rank hold SLYV as of Q1 2025.

PCA Investment Advisory Services reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 2,858 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2025, an estimated $249K.
PCA Investment Advisory Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2023 and held it in 8 quarters.
PCA Investment Advisory Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $329K in Q4 2023.
552 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.