Wealth Advisors of Tampa Bay’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Wealth Advisors of Tampa Bay’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	-35,379	Closed	-$2.77M	–	139
2025 Q1	$2.77M	Buy	35,379 +253	+0.7%	+$21.5K	1.13%	36
2024 Q4	$3.06M	Buy	35,126 +167	+0.5%	+$14.9K	1.31%	29
2024 Q3	$3.04M	Buy	34,959 +5,920	+20%	+$496K	1.27%	34
2024 Q2	$2.27M	Buy	29,039 +5,407	+23%	+$429K	1.06%	36
2024 Q1	$1.96M	Buy	23,632 +2,763	+13%	+$222K	0.93%	42
2023 Q4	$1.74M	Buy	+20,869	New	+$1.54M	0.87%	47

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

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

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

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

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

Wealth Advisors of Tampa Bay's SLYV Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2025, closing a stake of 35,379 shares — an estimated $2.77M sold.

Wealth Advisors of Tampa Bay first reported a position in SLYV in Q4 2023 and held it in 6 quarters. The position peaked at $3.06M in Q4 2024. 550 funds tracked by Wall St. Rank hold SLYV as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 35,379 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2025, an estimated $2.77M.
Wealth Advisors of Tampa Bay first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and held it in 6 quarters.
Wealth Advisors of Tampa Bay's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.06M in Q4 2024.
550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.