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

Barden Capital 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 Q1	–	Sell	-25,432	Closed	-$1.84M	–	70
2023 Q4	$1.84M	Hold	25,432	–	–	1.5%	28
2023 Q3	$1.84M	Buy	25,432 +5,562	+28%	+$430K	1.79%	18
2023 Q2	$1.53M	Sell	19,870 -7,136	-26%	-$531K	1.69%	17
2023 Q1	$2.06M	Buy	27,006 +71	+0.3%	+$5.64K	1.97%	15
2022 Q4	$2M	Buy	26,935 +1,330	+5%	+$99.8K	2.05%	15
2022 Q3	$1.72M	Sell	25,605 -1,226	-5%	-$92.2K	2%	13
2022 Q2	$1.94M	Buy	26,831 +1,533	+6%	+$120K	2.11%	12
2022 Q1	$2.11M	Buy	25,298 +1,708	+7%	+$141K	2.07%	13
2021 Q4	$2M	Buy	+23,590	New	+$2.01M	1.9%	17

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