Alliance Wealth Advisors (Utah)’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Alliance Wealth Advisors (Utah)’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
2024 Q2	–	Sell	-3,951	Closed	-$328K	–	243
2024 Q1	$328K	Buy	3,951 +164	+4%	+$13.1K	0.1%	192
2023 Q4	$316K	Buy	3,787 +157	+4%	+$11.6K	0.11%	186
2023 Q3	$263K	Buy	3,630 +140	+4%	+$10.8K	0.1%	191
2023 Q2	$269K	Sell	3,490 -125	-3%	-$9.3K	0.1%	189
2023 Q1	$275K	Buy	3,615 +88	+2%	+$6.99K	0.11%	186
2022 Q4	$262K	Buy	+3,527	New	+$265K	0.12%	179

Other funds holding SLYV

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B 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

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

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

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

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return