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

Strategic Wealth Partners’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 Q4	–	Sell	-9	Closed	-$798	–	1550
2025 Q3	$798	Hold	9	–	–	﹤0.01%	1228
2025 Q2	$718	Buy	+9	New	+$683	﹤0.01%	1064
2018 Q4	–	Sell	-50,008	Closed	-$3.41M	–	708
2018 Q3	$3.41M	Buy	50,008 +48,622	+3,508%	+$3.36M	1.82%	11
2018 Q2	$93K	Sell	1,386 -38,616	-97%	-$2.53M	0.05%	203
2018 Q1	$2.47M	Buy	+40,002	New	+$2.52M	1.27%	16

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Strategic Wealth Partners's SLYV Position: Q4 2025 in Review

Strategic Wealth Partners sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2025, closing a stake of 9 shares — an estimated $798 sold.

Strategic Wealth Partners first reported a position in SLYV in Q1 2018 and held it in 5 quarters. The position peaked at $3.41M in Q3 2018. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2025.

Strategic Wealth Partners reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Partners sold 9 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2025, an estimated $798.
Strategic Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2018 and held it in 5 quarters.
Strategic Wealth Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.41M in Q3 2018.
583 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.