Dixon Hughes Goodman Wealth Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Dixon Hughes Goodman Wealth 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
2022 Q1	$492K	Sell	5,899 -447	-7%	-$37K	0.14%	101
2021 Q4	$538K	Buy	+6,346	New	+$542K	0.18%	78

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

GIM

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

MIS

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

Dixon Hughes Goodman Wealth Advisors's SLYV Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 7% in Q1 2022, selling an estimated $37K and leaving 5,899 shares worth $492K. The position accounts for 0.14% of the portfolio, ranked #101.

Dixon Hughes Goodman Wealth Advisors first reported a position in SLYV in Q4 2021 and has held it in 2 quarters since. The position peaked at $538K in Q4 2021. 458 funds tracked by Wall St. Rank hold SLYV as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 5,899 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $492K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 447 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2022, an estimated $37K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.14% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #101 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $538K in Q4 2021.
458 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.