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

Capital Performance 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
2024
Q4 		– Sell
-383
Closed -$33.3K – 2286
2024
Q3 		$33.3K Buy
+383
New +$32.1K 0.01% 457

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Capital Performance Advisors's SLYV Position: Q4 2024 in Review

Capital Performance Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2024, closing a stake of 383 shares — an estimated $33.3K sold.

Capital Performance Advisors first reported a position in SLYV in Q3 2024 and held it in 1 quarter. The position peaked at $33.3K in Q3 2024. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2024.

  • Capital Performance Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 383 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2024, an estimated $33.3K.
  • Capital Performance Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $33.3K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.