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

BMS Financial 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
2023
Q2 		$1.88M Buy
+24,415
New +$1.82M 1.23% 21

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
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 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
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

BMS Financial Advisors's SLYV Position: Q2 2023 in Review

BMS Financial Advisors opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2023: 24,415 shares worth $1.88M. The stake represents 1.23% of the portfolio and ranks #21 among its holdings.

498 funds tracked by Wall St. Rank hold SLYV as of Q2 2023.

  • BMS Financial Advisors held 24,415 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.88M as of Q2 2023.
  • State Street SPDR S&P 600 Small Cap Value ETF was a new BMS Financial Advisors position in Q2 2023.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 1.23% of BMS Financial Advisors's portfolio in Q2 2023, its #21 holding.
  • 498 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.