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

Truvestments Capital’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	-12	Closed	-$963	–	1081
2025 Q1	$963	Buy	+12	New	+$1.02K	﹤0.01%	931
2023 Q1	–	Sell	-269	Closed	-$20K	–	903
2022 Q4	$20K	Hold	269	–	–	0.01%	384
2022 Q3	$18K	Hold	269	–	–	0.01%	351
2022 Q2	$19K	Buy	+269	New	+$21K	0.01%	346
2022 Q1	–	Sell	-269	Closed	-$23K	–	486
2021 Q4	$23K	Hold	269	–	–	0.01%	332
2021 Q3	$22K	Sell	269 -153	-36%	-$12.6K	0.01%	312
2021 Q2	$36K	Hold	422	–	–	0.02%	275
2021 Q1	$35K	Buy	422 +1	+0.2%	+$77	0.02%	314
2020 Q4	$27K	Buy	+421	New	+$25K	0.02%	323
2020 Q3	–	Sell	-151	Closed	-$7K	–	516
2020 Q2	$7K	Sell	151 -753	-83%	-$34.5K	0.01%	431
2020 Q1	$36K	Buy	+904	New	+$51.1K	0.05%	206

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truvestments Capital's SLYV Position: Q2 2025 in Review

Truvestments Capital sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2025, closing a stake of 12 shares — an estimated $963 sold.

Truvestments Capital first reported a position in SLYV in Q1 2020 and held it in 11 quarters. The position peaked at $36K in Q2 2021. 551 funds tracked by Wall St. Rank hold SLYV as of Q2 2025.

Truvestments Capital reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Truvestments Capital sold 12 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2025, an estimated $963.
Truvestments Capital first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2020 and held it in 11 quarters.
Truvestments Capital's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $36K in Q2 2021.
551 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2025.

Based on Truvestments Capital's 13F filing for Q2 2025, filed 13 Aug 2025.