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Provident Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Provident Wealth Management’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
-72,610
Closed -$6.34M – 141
2024
Q4 		$6.34M Buy
72,610
+5,424
+8% +$485K 2.11% 9
2024
Q3 		$5.83M Buy
67,186
+5,323
+9% +$446K 1.99% 11
2024
Q2 		$4.84M Buy
61,863
+5,423
+10% +$431K 1.77% 14
2024
Q1 		$4.68M Buy
56,440
+720
+1% +$57.7K 1.75% 15
2023
Q4 		$4.64M Buy
55,720
+741
+1% +$54.8K 2.03% 14
2023
Q3 		$3.98M Buy
54,979
+1,568
+3% +$121K 1.93% 14
2023
Q2 		$4.12M Sell
53,411
-1,171
-2% -$87.1K 2.03% 13
2023
Q1 		$4.16M Sell
54,582
-491
-0.9% -$39K 2.13% 11
2022
Q4 		$4.09M Sell
55,073
-3,919
-7% -$294K 2.4% 11
2022
Q3 		$3.96M Buy
58,992
+3,708
+7% +$279K 2.4% 12
2022
Q2 		$4M Buy
55,284
+4,101
+8% +$320K 2.54% 10
2022
Q1 		$4.26M Buy
51,183
+7,289
+17% +$604K 2.59% 9
2021
Q4 		$3.72M Buy
43,894
+5,286
+14% +$452K 2.44% 10
2021
Q3 		$3.16M Buy
+38,608
New +$3.17M 2.4% 12
2020
Q4 		– Sell
-169
Closed -$8K – 232
2020
Q3 		$8K Hold
169
– – 0.01% 163
2020
Q2 		$8K Buy
+169
New +$7.74K 0.01% 63

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
Cerity Partners
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
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

Provident Wealth Management's SLYV Position: Q1 2025 in Review

Provident Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2025, closing a stake of 72,610 shares — an estimated $6.34M sold.

Provident Wealth Management first reported a position in SLYV in Q2 2020 and held it in 16 quarters. The position peaked at $6.34M in Q4 2024. 551 funds tracked by Wall St. Rank hold SLYV as of Q1 2025.

  • Provident Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Provident Wealth Management sold 72,610 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2025, an estimated $6.34M.
  • Provident Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2020 and held it in 16 quarters.
  • Provident Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $6.34M in Q4 2024.
  • 551 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2025.

Based on Provident Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.