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

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-6
Closed -$500 – 384
2023
Q4 		$500 Hold
6
– – ﹤0.01% 441
2023
Q3 		$434 Hold
6
– – ﹤0.01% 443
2023
Q2 		$463 Buy
+6
New +$446 ﹤0.01% 443
2022
Q3 		– Sell
-6
Closed – – 415
2022
Q2 		$0 Hold
6
– – ﹤0.01% 532
2022
Q1 		$0 Hold
6
– – ﹤0.01% 523
2021
Q4 		$1K Hold
6
– – ﹤0.01% 436
2021
Q3 		$0 Hold
6
– – ﹤0.01% 486
2021
Q2 		$1K Hold
6
– – ﹤0.01% 423
2021
Q1 		$0 Hold
6
– – ﹤0.01% 515
2020
Q4 		$0 Hold
6
– – ﹤0.01% 491
2020
Q3 		$0 Hold
6
– – ﹤0.01% 602
2020
Q2 		$0 Hold
6
– – ﹤0.01% 666
2020
Q1 		$0 Hold
6
– – ﹤0.01% 658
2019
Q4 		$0 Hold
6
– – ﹤0.01% 709
2019
Q3 		$0 Hold
6
– – ﹤0.01% 717
2019
Q2 		$0 Hold
6
– – ﹤0.01% 777
2019
Q1 		$0 Hold
6
– – ﹤0.01% 757
2018
Q4 		$0 Buy
+6
New +$364 ﹤0.01% 723

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Cerity Partners
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
NP
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

Global Wealth Management Investment Advisory's SLYV Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2024, closing a stake of 6 shares — an estimated $500 sold.

Global Wealth Management Investment Advisory first reported a position in SLYV in Q4 2018 and held it in 18 quarters. The position peaked at $1K in Q4 2021. 533 funds tracked by Wall St. Rank hold SLYV as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 6 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2024, an estimated $500.
  • Global Wealth Management Investment Advisory first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1K in Q4 2021.
  • 533 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.