Prospera Financial Services’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Prospera Financial 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 Q4	–	Sell	-2,809	Closed	-$249K	–	1434
2025 Q3	$249K	Buy	+2,809	New	+$239K	﹤0.01%	1214
2022 Q3	–	Sell	-485	Closed	-$35K	–	1472
2022 Q2	$35K	Sell	485 -23	-5%	-$1.8K	﹤0.01%	1102
2022 Q1	$42K	Buy	+508	New	+$42.1K	﹤0.01%	1446
2020 Q4	–	Sell	-120	Closed	-$6K	–	1419
2020 Q3	$6K	Buy	+120	New	+$6.16K	﹤0.01%	1254

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Prospera Financial Services's SLYV Position: Q4 2025 in Review

Prospera Financial Services sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2025, closing a stake of 2,809 shares — an estimated $249K sold.

Prospera Financial Services first reported a position in SLYV in Q3 2020 and held it in 4 quarters. The position peaked at $249K in Q3 2025. 586 funds tracked by Wall St. Rank hold SLYV as of Q4 2025.

Prospera Financial Services reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Prospera Financial Services sold 2,809 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2025, an estimated $249K.
Prospera Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2020 and held it in 4 quarters.
Prospera Financial Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $249K in Q3 2025.
586 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.