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

Drive Wealth 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	-3,644	Closed	-$285K	–	356
2024 Q2	$285K	Sell	3,644 -71	-2%	-$5.64K	0.08%	209
2024 Q1	$308K	Sell	3,715 -811	-18%	-$65K	0.09%	197
2023 Q4	$377K	Sell	4,526 -2,782	-38%	-$206K	0.12%	158
2023 Q3	$529K	Sell	7,308 -1,278	-15%	-$98.8K	0.19%	104
2023 Q2	$663K	Sell	8,586 -1,457	-15%	-$108K	0.25%	86
2023 Q1	$765K	Sell	10,043 -85	-0.8%	-$6.75K	0.32%	76
2022 Q4	$752K	Buy	+10,128	New	+$760K	0.38%	60

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Drive Wealth Management's SLYV Position: Q3 2024 in Review

Drive Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2024, closing a stake of 3,644 shares — an estimated $285K sold.

Drive Wealth Management first reported a position in SLYV in Q4 2022 and held it in 7 quarters. The position peaked at $765K in Q1 2023. 551 funds tracked by Wall St. Rank hold SLYV as of Q3 2024.

Drive Wealth 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.
Drive Wealth Management sold 3,644 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2024, an estimated $285K.
Drive Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and held it in 7 quarters.
Drive Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $765K in Q1 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 Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.