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Bay Colony Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Bay Colony Advisors’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
-2,686
Closed -$233K – 481
2024
Q3 		$233K Buy
2,686
+4
+0.1% +$335 0.04% 372
2024
Q2 		$210K Sell
2,682
-19
-0.7% -$1.51K 0.04% 378
2024
Q1 		$224K Sell
2,701
-432
-14% -$34.6K 0.04% 348
2023
Q4 		$261K Buy
3,133
+328
+12% +$24.3K 0.05% 296
2023
Q3 		$203K Buy
2,805
+158
+6% +$12.2K 0.05% 311
2023
Q2 		$204K Sell
2,647
-35
-1% -$2.6K 0.05% 317
2023
Q1 		$200K Buy
+2,682
New +$213K 0.05% 311
2022
Q3 		– Sell
-2,607
Closed -$205K – 356
2022
Q2 		$205K Buy
+2,607
New +$204K 0.05% 315
2018
Q3 		– Sell
-114
Closed -$8K – 784
2018
Q2 		$8K Buy
+114
New +$7.46K 0.01% 691

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
CFS
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
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $147B AUM 18.73% 1-Year Est. Return