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

Waverly Advisors’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 		$22.3M Buy
235,509
+190,080
+418% +$18.4M 0.17% 123
2025
Q4 		$4.13M Sell
45,429
-591
-1% -$53.1K 0.03% 412
2025
Q3 		$4.08M Sell
46,020
-3,378
-7% -$288K 0.04% 355
2025
Q2 		$3.94M Sell
49,398
-1,574
-3% -$119K 0.04% 350
2025
Q1 		$4M Sell
50,972
-1,420
-3% -$120K 0.05% 338
2024
Q4 		$4.57M Sell
52,392
-3,015
-5% -$269K 0.07% 231
2024
Q3 		$4.81M Sell
55,407
-2,949
-5% -$247K 0.09% 199
2024
Q2 		$4.57M Sell
58,356
-4,647
-7% -$369K 0.09% 199
2024
Q1 		$5.23M Buy
63,003
+58,464
+1,288% +$4.69M 0.12% 139
2023
Q4 		$378K Buy
+4,539
New +$336K 0.01% 334

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