T
SLYV icon

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

Tidemark’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 		$88.8K Buy
939
+807
+611% +$78K 0.02% 211
2025
Q4 		$12K Hold
132
– – ﹤0.01% 411
2025
Q3 		$11.7K Hold
132
– – ﹤0.01% 435
2025
Q2 		$10.5K Sell
132
-274
-67% -$20.8K ﹤0.01% 443
2025
Q1 		$31.8K Buy
406
+19
+5% +$1.61K 0.01% 299
2024
Q4 		$33.8K Buy
387
+2
+0.5% +$179 0.01% 283
2024
Q3 		$33.5K Hold
385
– – 0.01% 281
2024
Q2 		$30.1K Sell
385
-1,097
-74% -$87.1K 0.01% 276
2024
Q1 		$123K Sell
1,482
-1,106
-43% -$88.7K 0.07% 151
2023
Q4 		$216K Buy
+2,588
New +$191K 0.13% 103

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