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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

FPIS

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

MIS

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

Alliance Wealth Advisors (Utah)'s SLYV Position: Q2 2024 in Review

Alliance Wealth Advisors (Utah) sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2024, closing a stake of 3,951 shares — an estimated $328K sold.

Alliance Wealth Advisors (Utah) first reported a position in SLYV in Q4 2022 and held it in 6 quarters. The position peaked at $328K in Q1 2024. 534 funds tracked by Wall St. Rank hold SLYV as of Q2 2024.

Alliance Wealth Advisors (Utah) reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2024 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 3,951 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2024, an estimated $328K.
Alliance Wealth Advisors (Utah) first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and held it in 6 quarters.
Alliance Wealth Advisors (Utah)'s State Street SPDR S&P 600 Small Cap Value ETF position peaked at $328K in Q1 2024.
534 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2024, filed 2 Aug 2024.