BC
SLYV icon

Bowman & Company’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Bowman & Company’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
2022
Q4 		– Sell
-4,809
Closed -$323K – 91
2022
Q3 		$323K Buy
+4,809
New +$362K 0.29% 63

Other funds holding SLYV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Bowman & Company's SLYV Position: Q4 2022 in Review

Bowman & Company sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2022, closing a stake of 4,809 shares — an estimated $323K sold.

Bowman & Company first reported a position in SLYV in Q3 2022 and held it in 1 quarter. The position peaked at $323K in Q3 2022. 479 funds tracked by Wall St. Rank hold SLYV as of Q4 2022.

  • Bowman & Company reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Bowman & Company sold 4,809 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2022, an estimated $323K.
  • Bowman & Company first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2022 and held it in 1 quarter.
  • Bowman & Company's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $323K in Q3 2022.
  • 479 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2022.

Based on Bowman & Company's 13F filing for Q4 2022, filed 20 Jan 2023.