SEI Investments
SLYV icon

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

SEI Investments’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
2026
Q1 		$491K Sell
5,189
-358
-6% -$34.6K ﹤0.01% 2659
2025
Q4 		$505K Buy
+5,547
New +$498K ﹤0.01% 2504
2019
Q2 		– Sell
-84
Closed -$5K – 2721
2019
Q1 		$5K Hold
84
– – ﹤0.01% 2825
2018
Q4 		$5K Sell
84
-17
-17% -$1.03K ﹤0.01% 2587
2018
Q3 		$7K Sell
101
-53
-34% -$3.66K ﹤0.01% 2438
2018
Q2 		$11K Buy
+154
New +$10.1K ﹤0.01% 2980
2018
Q1 		– Sell
-12
Closed -$1K – 3651
2017
Q4 		$1K Buy
+12
New +$765 ﹤0.01% 3242
2017
Q2 		– Sell
-228
Closed -$13K – 3267
2017
Q1 		$13K Buy
+228
New +$13.5K ﹤0.01% 2413

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.07B AUM 22.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return