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

Veridan Wealth’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
Q1 		$1.38M Buy
17,609
+2,077
+13% +$176K 0.62% 36
2024
Q4 		$1.35M Buy
+15,532
New +$1.39M 0.63% 40

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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

Veridan Wealth's SLYV Position: Q1 2025 in Review

Veridan Wealth increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 13% in Q1 2025, buying an estimated $176K and bringing the position to 17,609 shares worth $1.38M. The position accounts for 0.62% of the portfolio, ranked #36.

Veridan Wealth first reported a position in SLYV in Q4 2024 and has held it in 2 quarters since. 551 funds tracked by Wall St. Rank hold SLYV as of Q1 2025.

  • Veridan Wealth held 17,609 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.38M as of Q1 2025.
  • Veridan Wealth bought 2,077 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2025, an estimated $176K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.62% of Veridan Wealth's portfolio in Q1 2025, its #36 holding.
  • Veridan Wealth first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and has held it in 2 quarters since.
  • 551 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2025.

Based on Veridan Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.