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Smith Anglin Financial’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Smith Anglin Financial’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.53M Sell
38,963
-60,113
-61% -$3.74M 0.23% 43
2025
Q1 		$6.32M Sell
99,076
-914,840
-90% -$62M 0.67% 22
2024
Q4 		$69.4M Buy
1,013,916
+49,214
+5% +$3.55M 6.51% 5
2024
Q3 		$69.8M Buy
964,702
+42,364
+5% +$2.96M 6.72% 5
2024
Q2 		$63M Buy
922,338
+40,923
+5% +$2.86M 6.36% 4
2024
Q1 		$64.6M Buy
881,415
+23,308
+3% +$1.6M 6.67% 4
2023
Q4 		$58M Buy
858,107
+450,391
+110% +$28.1M 6.65% 5
2023
Q3 		$25.2M Sell
407,716
-2,691
-0.7% -$169K 3.07% 11
2023
Q2 		$25.1M Sell
410,407
-67,821
-14% -$3.93M 3.05% 11
2023
Q1 		$28.1M Sell
478,228
-28,934
-6% -$1.79M 4.18% 8
2022
Q4 		$30.1M Sell
507,162
-7,520
-1% -$449K 5.68% 5
2022
Q3 		$27.1M Buy
514,682
+47,151
+10% +$2.73M 5.7% 6
2022
Q2 		$25.4M Sell
467,531
-11,077
-2% -$677K 7.44% 4
2022
Q1 		$30.6M Buy
478,608
+658
+0.1% +$42K 7.09% 5
2021
Q4 		$30.9M Buy
477,950
+11,820
+3% +$757K 5.27% 4
2021
Q3 		$28.1M Buy
466,130
+23,957
+5% +$1.48M 5.47% 2
2021
Q2 		$28.3M Buy
442,173
+24,423
+6% +$1.56M 5.45% 3
2021
Q1 		$25.1M Buy
+417,750
New +$23.1M 5.42% 3

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Smith Anglin Financial's SYLD Position: Q2 2025 in Review

Smith Anglin Financial reduced its Cambria Shareholder Yield ETF (SYLD) stake by 61% in Q2 2025, selling an estimated $3.74M and leaving 38,963 shares worth $2.53M. The position accounts for 0.23% of the portfolio, ranked #43.

Smith Anglin Financial first reported a position in SYLD in Q1 2021 and has held it in 18 quarters since. The position peaked at $69.8M in Q3 2024. 163 funds tracked by Wall St. Rank hold SYLD as of Q2 2025.

  • Smith Anglin Financial held 38,963 shares of Cambria Shareholder Yield ETF worth $2.53M as of Q2 2025.
  • Smith Anglin Financial sold 60,113 Cambria Shareholder Yield ETF shares in Q2 2025, an estimated $3.74M.
  • Cambria Shareholder Yield ETF made up 0.23% of Smith Anglin Financial's portfolio in Q2 2025, its #43 holding.
  • Smith Anglin Financial first reported a position in Cambria Shareholder Yield ETF in Q1 2021 and has held it in 18 quarters since.
  • Smith Anglin Financial's Cambria Shareholder Yield ETF position peaked at $69.8M in Q3 2024.
  • 163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.