Carmichael Hill & Associates’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Carmichael Hill & 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 Q3	$44.3K	Hold	510	–	–	0.02%	386
2024 Q2	$39.9K	Hold	510	–	–	0.02%	372
2024 Q1	$42.3K	Hold	510	–	–	0.02%	370
2023 Q4	$42.5K	Hold	510	–	–	0.02%	369
2023 Q3	$36.9K	Hold	510	–	–	0.02%	380
2023 Q2	$39.4K	Hold	510	–	–	0.02%	371
2023 Q1	$38.9K	Hold	510	–	–	0.02%	361
2022 Q4	$37.9K	Hold	510	–	–	0.02%	384
2022 Q3	$34K	Hold	510	–	–	0.02%	396
2022 Q2	$37K	Sell	510 -258	-34%	-$20.1K	0.02%	381
2022 Q1	$64K	Buy	768 +258	+51%	+$21.4K	0.03%	308
2021 Q4	$43K	Hold	510	–	–	0.02%	400
2021 Q3	$42K	Hold	510	–	–	0.02%	388
2021 Q2	$44K	Hold	510	–	–	0.02%	379
2021 Q1	$42K	Hold	510	–	–	0.02%	365
2020 Q4	$34K	Hold	510	–	–	0.02%	380
2020 Q3	$26K	Hold	510	–	–	0.02%	397
2020 Q2	$25K	Hold	510	–	–	0.02%	385
2020 Q1	$21K	Hold	510	–	–	0.02%	372
2019 Q4	$34K	Buy	+510	New	+$32.3K	0.02%	330

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Carmichael Hill & Associates's SLYV Position: Q3 2024 in Review

Carmichael Hill & Associates held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q3 2024 at 510 shares worth $44.3K. The position accounts for 0.02% of the portfolio, ranked #386.

Carmichael Hill & Associates first reported a position in SLYV in Q4 2019 and has held it in 20 quarters since. The position peaked at $64K in Q1 2022. 550 funds tracked by Wall St. Rank hold SLYV as of Q3 2024.

Carmichael Hill & Associates held 510 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $44.3K as of Q3 2024.
Carmichael Hill & Associates left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q3 2024.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #386 holding.
Carmichael Hill & Associates first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $64K in Q1 2022.
550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.