DWM
SLYV icon

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
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
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
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