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

Redhawk Wealth 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
Q3 		– Sell
-3,467
Closed -$276K – 368
2025
Q2 		$276K Sell
3,467
-901
-21% -$68.3K 0.03% 276
2025
Q1 		$342K Sell
4,368
-338
-7% -$28.7K 0.05% 223
2024
Q4 		$411K Sell
4,706
-1,472
-24% -$132K 0.06% 211
2024
Q3 		$536K Sell
6,178
-8,334
-57% -$698K 0.08% 187
2024
Q2 		$1.14M Sell
14,512
-789
-5% -$62.7K 0.17% 114
2024
Q1 		$1.27M Sell
15,301
-30
-0.2% -$2.4K 0.21% 97
2023
Q4 		$1.28M Buy
+15,331
New +$1.13M 0.25% 90
2019
Q3 		– Sell
-420
Closed -$25K – 383
2019
Q2 		$25K Buy
+420
New +$25.5K 0.01% 309

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
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 $2.07B AUM 22.58% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return