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

Baker Tilly 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
2024
Q2 		– Sell
-3,881
Closed -$322K – 396
2024
Q1 		$322K Sell
3,881
-2,855
-42% -$229K 0.06% 332
2023
Q4 		$561K Buy
6,736
+948
+16% +$70.1K 0.09% 252
2023
Q3 		$419K Sell
5,788
-660
-10% -$51K 0.07% 297
2023
Q2 		$498K Sell
6,448
-856
-12% -$63.7K 0.05% 341
2023
Q1 		$556K Buy
7,304
+454
+7% +$36.1K 0.06% 306
2022
Q4 		$508K Buy
6,850
+468
+7% +$35.1K 0.06% 320
2022
Q3 		$428K Buy
6,382
+408
+7% +$30.7K 0.06% 326
2022
Q2 		$433K Sell
5,974
-48
-0.8% -$3.75K 0.06% 342
2022
Q1 		$502K Buy
6,022
+99
+2% +$8.2K 0.06% 344
2021
Q4 		$502K Buy
5,923
+382
+7% +$32.6K 0.05% 346
2021
Q3 		$454K Buy
5,541
+25
+0.5% +$2.05K 0.06% 339
2021
Q2 		$473K Buy
5,516
+2
+0% +$170 0.08% 294
2021
Q1 		$452K Buy
5,514
+793
+17% +$61.1K 0.09% 260
2020
Q4 		$312K Buy
+4,721
New +$281K 0.1% 232

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
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
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
NP
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

Baker Tilly Wealth Management's SLYV Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2024, closing a stake of 3,881 shares — an estimated $322K sold.

Baker Tilly Wealth Management first reported a position in SLYV in Q4 2020 and held it in 14 quarters. The position peaked at $561K in Q4 2023. 533 funds tracked by Wall St. Rank hold SLYV as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,881 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2024, an estimated $322K.
  • Baker Tilly Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $561K in Q4 2023.
  • 533 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.