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Braun-Bostich & Associates’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Braun-Bostich & Associates’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
Q2 		– Sell
-3,904
Closed -$324K – 140
2024
Q1 		$324K Sell
3,904
-1,247
-24% -$100K 0.27% 87
2023
Q4 		$429K Buy
+5,151
New +$381K 0.39% 64
2023
Q3 		– Sell
-7,392
Closed -$571K – 99
2023
Q2 		$571K Buy
7,392
+141
+2% +$10.5K 1.22% 29
2023
Q1 		$552K Buy
7,251
+707
+11% +$56.2K 1.31% 30
2022
Q4 		$486K Sell
6,544
-255
-4% -$19.1K 1.4% 28
2022
Q3 		$456K Sell
6,799
-496
-7% -$37.3K 1.4% 31
2022
Q2 		$528K Sell
7,295
-45
-0.6% -$3.51K 1.37% 31
2022
Q1 		$612K Buy
+7,340
New +$608K 1.32% 24
2021
Q4 		– Sell
-8,155
Closed -$668K – 145
2021
Q3 		$668K Buy
8,155
+28
+0.3% +$2.3K 1.26% 23
2021
Q2 		$697K Sell
8,127
-2,644
-25% -$225K 1.27% 21
2021
Q1 		$883K Buy
10,771
+423
+4% +$32.6K 1.7% 17
2020
Q4 		$685K Buy
+10,348
New +$615K 1.38% 24

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Braun-Bostich & Associates's SLYV Position: Q2 2024 in Review

Braun-Bostich & Associates sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2024, closing a stake of 3,904 shares — an estimated $324K sold.

Braun-Bostich & Associates first reported a position in SLYV in Q4 2020 and held it in 12 quarters. The position peaked at $883K in Q1 2021. 533 funds tracked by Wall St. Rank hold SLYV as of Q2 2024.

  • Braun-Bostich & Associates reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Braun-Bostich & Associates sold 3,904 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2024, an estimated $324K.
  • Braun-Bostich & Associates first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and held it in 12 quarters.
  • Braun-Bostich & Associates's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $883K in Q1 2021.
  • 533 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2024.

Based on Braun-Bostich & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.