FinTrust Capital Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

FinTrust Capital 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
2024 Q2	–	Sell	-165	Closed	-$13.7K	–	1415
2024 Q1	$13.7K	Sell	165 -135	-45%	-$10.8K	﹤0.01%	799
2023 Q4	$25K	Buy	+300	New	+$22.2K	0.01%	654
2019 Q3	–	Sell	-488	Closed	-$30K	–	1093
2019 Q2	$30K	Hold	488	–	–	0.01%	521
2019 Q1	$29K	Hold	488	–	–	0.01%	508
2018 Q4	$26K	Buy	+488	New	+$29.6K	0.01%	533

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

MIS

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

FinTrust Capital Advisors's SLYV Position: Q2 2024 in Review

FinTrust Capital Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2024, closing a stake of 165 shares — an estimated $13.7K sold.

FinTrust Capital Advisors first reported a position in SLYV in Q4 2018 and held it in 5 quarters. The position peaked at $30K in Q2 2019. 533 funds tracked by Wall St. Rank hold SLYV as of Q2 2024.

FinTrust Capital Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2024 after selling out during the quarter.
FinTrust Capital Advisors sold 165 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2024, an estimated $13.7K.
FinTrust Capital Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and held it in 5 quarters.
FinTrust Capital Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $30K in Q2 2019.
533 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2024.

Based on FinTrust Capital Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.