Financial Gravity Companies’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Financial Gravity Companies’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 Q4	$42.7K	Hold	489	–	–	0.01%	311
2024 Q3	$42.5K	Buy	+489	New	+$40.9K	0.01%	192
2018 Q4	$15K	Buy	+244	New	+$14.8K	0.01%	518
2018 Q1	$23K	Buy	374 +210	+128%	+$13.2K	0.02%	497
2017 Q4	$10K	Buy	+164	New	+$10.5K	0.01%	571

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

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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Gravity Companies's SLYV Position: Q4 2024 in Review

Financial Gravity Companies held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q4 2024 at 489 shares worth $42.7K. The position accounts for 0.01% of the portfolio, ranked #311.

Financial Gravity Companies first reported a position in SLYV in Q4 2017 and has held it in 5 quarters since. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2024.

Financial Gravity Companies held 489 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $42.7K as of Q4 2024.
Financial Gravity Companies left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q4 2024.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #311 holding.
Financial Gravity Companies first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and has held it in 5 quarters since.
583 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.