Foster Dykema Cabot & Co’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Foster Dykema Cabot & Co’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 Q3	$211K	Hold	2,920	–	–	0.03%	87
2023 Q2	$225K	Hold	2,920	–	–	0.03%	90
2023 Q1	$222K	Hold	2,920	–	–	0.03%	79
2022 Q4	$217K	Buy	+2,920	New	+$219K	0.03%	74
2022 Q3	–	Sell	-2,920	Closed	-$211K	–	110
2022 Q2	$211K	Hold	2,920	–	–	0.03%	85
2022 Q1	$243K	Hold	2,920	–	–	0.03%	93
2021 Q4	$247K	Hold	2,920	–	–	0.03%	89
2021 Q3	$239K	Buy	+2,920	New	+$240K	0.03%	88

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

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 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 New York $70.8B AUM 21.68% 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

Foster Dykema Cabot & Co's SLYV Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q3 2023 at 2,920 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #87.

Foster Dykema Cabot & Co first reported a position in SLYV in Q3 2021 and has held it in 8 quarters since. The position peaked at $247K in Q4 2021. 481 funds tracked by Wall St. Rank hold SLYV as of Q3 2023.

Foster Dykema Cabot & Co held 2,920 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $211K as of Q3 2023.
Foster Dykema Cabot & Co left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q3 2023.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.03% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #87 holding.
Foster Dykema Cabot & Co first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2021 and has held it in 8 quarters since.
Foster Dykema Cabot & Co's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $247K in Q4 2021.
481 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.