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

Buckingham Strategic Wealth’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 		$21.3M Buy
271,971
+11,759
+5% +$934K 0.22% 59
2024
Q1 		$21.6M Sell
260,212
-6,006
-2% -$482K 0.23% 61
2023
Q4 		$22.2M Buy
266,218
+221,895
+501% +$16.4M 0.26% 54
2023
Q3 		$3.21M Sell
44,323
-170
-0.4% -$13.1K 0.05% 166
2023
Q2 		$3.43M Sell
44,493
-43
-0.1% -$3.2K 0.05% 160
2023
Q1 		$3.31M Hold
44,536
– – 0.06% 141
2022
Q4 		$3.31M Buy
44,536
+159
+0.4% +$11.9K 0.06% 141
2022
Q3 		$2.98M Sell
44,377
-2,764
-6% -$208K 0.06% 138
2022
Q2 		$3.41M Buy
47,141
+3,371
+8% +$263K 0.07% 131
2022
Q1 		$3.65M Sell
43,770
-533
-1% -$44.1K 0.07% 128
2021
Q4 		$3.75M Buy
44,303
+166
+0.4% +$14.2K 0.07% 123
2021
Q3 		$3.62M Buy
44,137
+260
+0.6% +$21.3K 0.07% 126
2021
Q2 		$3.76M Buy
43,877
+770
+2% +$65.5K 0.09% 118
2021
Q1 		$3.53M Sell
43,107
-667
-2% -$51.4K 0.17% 108
2020
Q4 		$2.9M Buy
43,774
+1,060
+2% +$63K 0.15% 120
2020
Q3 		$2.14M Buy
42,714
+1,001
+2% +$51.4K 0.16% 102
2020
Q2 		$2.05M Buy
41,713
+5,204
+14% +$238K 0.19% 90
2020
Q1 		$1.49M Buy
+36,509
New +$2.07M 0.14% 118
2019
Q2 		– Sell
-4,408
Closed -$266K – 461
2019
Q1 		$266K Sell
4,408
-14,396
-77% -$868K 0.03% 337
2018
Q4 		$1.01M Buy
+18,804
New +$1.14M 0.15% 113
2017
Q2 		– Sell
-23,460
Closed -$1.39M – 309
2017
Q1 		$1.39M Buy
+23,460
New +$1.39M 0.4% 50

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

Buckingham Strategic Wealth's SLYV Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4.5% in Q2 2024, buying an estimated $934K and bringing the position to 271,971 shares worth $21.3M. The position accounts for 0.22% of the portfolio, ranked #59.

Buckingham Strategic Wealth first reported a position in SLYV in Q1 2017 and has held it in 21 quarters since. The position peaked at $22.2M in Q4 2023. 533 funds tracked by Wall St. Rank hold SLYV as of Q2 2024.

  • Buckingham Strategic Wealth held 271,971 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $21.3M as of Q2 2024.
  • Buckingham Strategic Wealth bought 11,759 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2024, an estimated $934K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.22% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #59 holding.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2017 and has held it in 21 quarters since.
  • Buckingham Strategic Wealth's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $22.2M in Q4 2023.
  • 533 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.