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

Prosperity Capital Advisors’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	-2,534	Closed	-$221K	–	366
2024 Q4	$221K	Sell	2,534 -136	-5%	-$12.2K	0.02%	325
2024 Q3	$232K	Sell	2,670 -553	-17%	-$46.3K	0.02%	310
2024 Q2	$252K	Sell	3,223 -818	-20%	-$65K	0.03%	266
2024 Q1	$335K	Sell	4,041 -2	-0%	-$160	0.04%	248
2023 Q4	$337K	Sell	4,043 -9,931	-71%	-$734K	0.04%	185
2023 Q3	$1.01M	Buy	13,974 +800	+6%	+$61.8K	0.13%	91
2023 Q2	$1.02M	Buy	13,174 +2,174	+20%	+$162K	0.14%	88
2023 Q1	$838K	Buy	11,000 +638	+6%	+$50.7K	0.13%	84
2022 Q4	$769K	Buy	+10,362	New	+$777K	0.24%	72

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

Prosperity Capital Advisors's SLYV Position: Q1 2025 in Review

Prosperity Capital Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2025, closing a stake of 2,534 shares — an estimated $221K sold.

Prosperity Capital Advisors first reported a position in SLYV in Q4 2022 and held it in 9 quarters. The position peaked at $1.02M in Q2 2023. 552 funds tracked by Wall St. Rank hold SLYV as of Q1 2025.

Prosperity Capital Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 2,534 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2025, an estimated $221K.
Prosperity Capital Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and held it in 9 quarters.
Prosperity Capital Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.02M in Q2 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 Prosperity Capital Advisors's 13F filing for Q1 2025, filed 12 May 2025.