Simplex Trading
SLYV icon

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

Simplex Trading’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
Q2 		– Sell
-34
Closed -$2K – 9655
2025
Q1 		$2K Buy
+34
New +$2.88K ﹤0.01% 8067
2024
Q3 		– Sell
-60
Closed -$4K – 9494
2024
Q2 		$4K Buy
+60
New +$4.76K ﹤0.01% 8026
2023
Q4 		– Sell
-16
Closed -$1K – 9742
2023
Q3 		$1K Buy
+16
New +$1.24K ﹤0.01% 8417
2021
Q4 		– Sell
-1,846
Closed -$159K – 11352
2021
Q3 		$159K Hold
1,846
– – ﹤0.01% 5965
2021
Q2 		$158K Buy
1,846
+140
+8% +$11.9K ﹤0.01% 6065
2021
Q1 		$139K Buy
+1,706
New +$131K ﹤0.01% 5292

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B 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 $2.29B AUM 39.12% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return