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

Baldwin Wealth Partners’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
Q4 		– Sell
-125
Closed -$10.9K – 881
2024
Q3 		$10.9K Hold
125
– – ﹤0.01% 786
2024
Q2 		$9.79K Hold
125
– – ﹤0.01% 544
2024
Q1 		$10.4K Hold
125
– – ﹤0.01% 552
2023
Q4 		$10.4K Hold
125
– – ﹤0.01% 569
2023
Q3 		$9.05K Hold
125
– – ﹤0.01% 585
2023
Q2 		$9.65K Hold
125
– – ﹤0.01% 597
2023
Q1 		$9.52K Hold
125
– – ﹤0.01% 621
2022
Q4 		$9.28K Hold
125
– – ﹤0.01% 614
2022
Q3 		$8K Hold
125
– – ﹤0.01% 536
2022
Q2 		$9K Hold
125
– – ﹤0.01% 546
2022
Q1 		$10K Hold
125
– – ﹤0.01% 541
2021
Q4 		$11K Hold
125
– – ﹤0.01% 500
2021
Q3 		$10K Hold
125
– – ﹤0.01% 526
2021
Q2 		$11K Hold
125
– – ﹤0.01% 528
2021
Q1 		$10K Hold
125
– – ﹤0.01% 514
2020
Q4 		$8K Hold
125
– – ﹤0.01% 473
2020
Q3 		$6K Hold
125
– – ﹤0.01% 465
2020
Q2 		$6K Hold
125
– – ﹤0.01% 468
2020
Q1 		$5K Hold
125
– – ﹤0.01% 476
2019
Q4 		$8K Buy
+125
New +$7.91K ﹤0.01% 468

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Baldwin Wealth Partners's SLYV Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2024, closing a stake of 125 shares — an estimated $10.9K sold.

Baldwin Wealth Partners first reported a position in SLYV in Q4 2019 and held it in 20 quarters. The position peaked at $11K in Q4 2021. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 125 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2024, an estimated $10.9K.
  • Baldwin Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and held it in 20 quarters.
  • Baldwin Wealth Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $11K in Q4 2021.
  • 583 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.