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Gerber Kawasaki Wealth & Investment Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-605
Closed -$49K – 963
2021
Q3 		$49K Buy
+605
New +$49.7K 0.01% 328

Other funds holding SLYV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
RM
Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SLYV Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2021, closing a stake of 605 shares — an estimated $49K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SLYV in Q3 2021 and held it in 1 quarter. The position peaked at $49K in Q3 2021. 437 funds tracked by Wall St. Rank hold SLYV as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 605 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2021, an estimated $49K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $49K in Q3 2021.
  • 437 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.