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

Baystate 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
2023 Q4	$3.81K	Hold	45	–	–	﹤0.01%	945
2023 Q3	$3.28K	Sell	45 -1,442	-97%	-$111K	﹤0.01%	744
2023 Q2	$115K	Buy	1,487 +9	+0.6%	+$669	0.01%	242
2023 Q1	$113K	Sell	1,478 -6	-0.4%	-$477	0.01%	235
2022 Q4	$110K	Buy	1,484 +6	+0.4%	+$450	0.01%	245
2022 Q3	$99K	Sell	1,478 -56	-4%	-$4.21K	0.01%	232
2022 Q2	$111K	Buy	1,534 +7	+0.5%	+$547	0.01%	225
2022 Q1	$127K	Buy	1,527 +121	+9%	+$10K	0.01%	218
2021 Q4	$119K	Buy	1,406 +12	+0.9%	+$1.02K	0.01%	224
2021 Q3	$114K	Buy	1,394 +4	+0.3%	+$328	0.01%	203
2021 Q2	$119K	Buy	1,390 +5	+0.4%	+$426	0.01%	192
2021 Q1	$114K	Buy	1,385 +6	+0.4%	+$462	0.01%	181
2020 Q4	$91K	Buy	1,379 +6	+0.4%	+$357	0.01%	184
2020 Q3	$69K	Buy	1,373 +3	+0.2%	+$154	0.01%	188
2020 Q2	$67K	Buy	1,370 +7	+0.5%	+$321	0.01%	198
2020 Q1	$56K	Sell	1,363 -2,038	-60%	-$115K	0.01%	185
2019 Q4	$223K	Buy	3,401 +18	+0.5%	+$1.14K	0.03%	110
2019 Q3	$207K	Buy	3,383 +15	+0.4%	+$899	0.03%	106
2019 Q2	$205K	Buy	3,368 +15	+0.4%	+$909	0.03%	105
2019 Q1	$212K	Buy	3,353 +12	+0.4%	+$724	0.03%	104
2018 Q4	$199K	Buy	+3,341	New	+$203K	0.03%	99
2018 Q1	–	Sell	-62	Closed	-$4K	–	721
2017 Q4	$4K	Hold	62	–	–	﹤0.01%	452
2017 Q3	$4K	Hold	62	–	–	﹤0.01%	444
2017 Q2	$4K	Buy	+62	New	+$3.65K	﹤0.01%	439

Other funds holding SLYV

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MIS

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

GIM

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

FPIS

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

Baystate Wealth Management's SLYV Position: Q4 2023 in Review

Baystate Wealth Management held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q4 2023 at 45 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Baystate Wealth Management first reported a position in SLYV in Q2 2017 and has held it in 24 quarters since. The position peaked at $223K in Q4 2019. 534 funds tracked by Wall St. Rank hold SLYV as of Q4 2023.

Baystate Wealth Management held 45 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.81K as of Q4 2023.
Baystate Wealth Management left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q4 2023.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #945 holding.
Baystate Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2017 and has held it in 24 quarters since.
Baystate Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $223K in Q4 2019.
534 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.