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

Ford Financial Group’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
2023
Q1 		$299K Sell
3,931
-194,866
-98% -$15.5M 12.69% 4
2022
Q4 		$14.8M Sell
198,797
-3,726
-2% -$279K 5.83% 3
2022
Q3 		$13.6M Buy
+202,523
New +$15.2M 5.66% 3

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Ford Financial Group's SLYV Position: Q1 2023 in Review

Ford Financial Group reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 98% in Q1 2023, selling an estimated $15.5M and leaving 3,931 shares worth $299K. The position accounts for 12.69% of the portfolio, ranked #4.

Ford Financial Group first reported a position in SLYV in Q3 2022 and has held it in 3 quarters since. The position peaked at $14.8M in Q4 2022. 468 funds tracked by Wall St. Rank hold SLYV as of Q1 2023.

  • Ford Financial Group held 3,931 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $299K as of Q1 2023.
  • Ford Financial Group sold 194,866 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2023, an estimated $15.5M.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 12.69% of Ford Financial Group's portfolio in Q1 2023, its #4 holding.
  • Ford Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2022 and has held it in 3 quarters since.
  • Ford Financial Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $14.8M in Q4 2022.
  • 468 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.