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

PrairieView 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	$80K	Hold	1,003	–	–	0.01%	170
2025 Q1	$78K	Sell	1,003 -173	-15%	-$14.7K	0.01%	169
2024 Q4	$102K	Buy	1,176 +116	+11%	+$10.4K	0.01%	159
2024 Q3	$92K	Hold	1,060	–	–	0.01%	156
2024 Q2	$83K	Hold	1,060	–	–	0.01%	169
2024 Q1	$88K	Hold	1,060	–	–	0.01%	149
2023 Q4	$88K	Sell	1,060 -150	-12%	-$11.1K	0.01%	143
2023 Q3	$87K	Sell	1,210 -11	-0.9%	-$850	0.01%	141
2023 Q2	$94K	Sell	1,221 -7	-0.6%	-$521	0.01%	153
2023 Q1	$93K	Sell	1,228 -10	-0.8%	-$795	0.01%	142
2022 Q4	$91K	Sell	1,238 -157	-11%	-$11.8K	0.01%	144
2022 Q3	$94K	Sell	1,395 -1	-0.1%	-$75	0.02%	137
2022 Q2	$101K	Sell	1,396 -56	-4%	-$4.37K	0.02%	141
2022 Q1	$121K	Sell	1,452 -89	-6%	-$7.37K	0.02%	136
2021 Q4	$131K	Sell	1,541 -391	-20%	-$33.4K	0.02%	127
2021 Q3	$158K	Sell	1,932 -145	-7%	-$11.9K	0.02%	105
2021 Q2	$178K	Sell	2,077 -234	-10%	-$19.9K	0.03%	97
2021 Q1	$189K	Sell	2,311 -356	-13%	-$27.4K	0.03%	93
2020 Q4	$177K	Sell	2,667 -1,102	-29%	-$65.5K	0.03%	91
2020 Q3	$189K	Sell	3,769 -437	-10%	-$22.4K	0.04%	78
2020 Q2	$207K	Sell	4,206 -3,127	-43%	-$143K	0.05%	72
2020 Q1	$300K	Sell	7,333 -3,229	-31%	-$183K	0.08%	62
2019 Q4	$694K	Sell	10,562 -3,854	-27%	-$244K	0.15%	46
2019 Q3	$883K	Sell	14,416 -1,343	-9%	-$80.5K	0.2%	44
2019 Q2	$956K	Buy	15,759 +216	+1%	+$13.1K	0.24%	41
2019 Q1	$937K	Buy	15,543 +364	+2%	+$21.9K	0.24%	41
2018 Q4	$817K	Buy	15,179 +2,538	+20%	+$154K	0.23%	40
2018 Q3	$863K	Sell	12,641 -620	-5%	-$42.8K	0.23%	41
2018 Q2	$886K	Buy	13,261 +45	+0.3%	+$2.94K	0.23%	41
2018 Q1	$816K	Sell	13,216 -102	-0.8%	-$6.42K	0.19%	40
2017 Q4	$837K	Buy	+13,318	New	+$849K	0.24%	38

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PrairieView Partners's SLYV Position: Q2 2025 in Review

PrairieView Partners held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2025 at 1,003 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #170.

PrairieView Partners first reported a position in SLYV in Q4 2017 and has held it in 31 quarters since. The position peaked at $956K in Q2 2019. 550 funds tracked by Wall St. Rank hold SLYV as of Q2 2025.

PrairieView Partners held 1,003 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $80K as of Q2 2025.
PrairieView Partners left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2025.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of PrairieView Partners's portfolio in Q2 2025, its #170 holding.
PrairieView Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and has held it in 31 quarters since.
PrairieView Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $956K in Q2 2019.
550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.