AWM
SLYV icon

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

Accurate Wealth Management’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
2023
Q1 		– Sell
-260
Closed -$20.2K – 1229
2022
Q4 		$20.2K Buy
+260
New +$19.5K 0.01% 682

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Accurate Wealth Management's SLYV Position: Q1 2023 in Review

Accurate Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2023, closing a stake of 260 shares — an estimated $20.2K sold.

Accurate Wealth Management first reported a position in SLYV in Q4 2022 and held it in 1 quarter. The position peaked at $20.2K in Q4 2022. 468 funds tracked by Wall St. Rank hold SLYV as of Q1 2023.

  • Accurate Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 260 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2023, an estimated $20.2K.
  • Accurate Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $20.2K in Q4 2022.
  • 468 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.