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Contravisory Investment Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Contravisory Investment Management’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 		– Sell
-80
Closed -$6.26K – 395
2024
Q2 		$6.26K Sell
80
-68
-46% -$5.4K ﹤0.01% 314
2024
Q1 		$12.3K Sell
148
-67
-31% -$5.37K ﹤0.01% 311
2023
Q4 		$17.9K Sell
215
-130
-38% -$9.61K ﹤0.01% 278
2023
Q3 		$25K Buy
+345
New +$26.7K 0.01% 238

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Contravisory Investment Management's SLYV Position: Q3 2024 in Review

Contravisory Investment Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2024, closing a stake of 80 shares — an estimated $6.26K sold.

Contravisory Investment Management first reported a position in SLYV in Q3 2023 and held it in 4 quarters. The position peaked at $25K in Q3 2023. 551 funds tracked by Wall St. Rank hold SLYV as of Q3 2024.

  • Contravisory Investment Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 80 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2024, an estimated $6.26K.
  • Contravisory Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2023 and held it in 4 quarters.
  • Contravisory Investment Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $25K in Q3 2023.
  • 551 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2024.

Based on Contravisory Investment Management's 13F filing for Q3 2024, filed 9 Oct 2024.