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Gradient Investments’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Gradient Investments’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
Q3 		– Sell
-148
Closed -$11.6K – 1112
2024
Q2 		$11.6K Sell
148
-1
-0.7% -$79 ﹤0.01% 717
2024
Q1 		$12.4K Sell
149
-283
-66% -$22.7K ﹤0.01% 614
2023
Q4 		$36K Sell
432
-135
-24% -$9.98K ﹤0.01% 603
2023
Q3 		$41K Buy
567
+482
+567% +$37.2K ﹤0.01% 542
2023
Q2 		$6.56K Buy
85
+21
+33% +$1.56K ﹤0.01% 896
2023
Q1 		$4.88K Hold
64
– – ﹤0.01% 956
2022
Q4 		$4.75K Hold
64
– – ﹤0.01% 940
2022
Q3 		$4K Hold
64
– – ﹤0.01% 1017
2022
Q2 		$5K Hold
64
– – ﹤0.01% 906
2022
Q1 		$5K Hold
64
– – ﹤0.01% 898
2021
Q4 		$5K Hold
64
– – ﹤0.01% 944
2021
Q3 		$5K Hold
64
– – ﹤0.01% 891
2021
Q2 		$5K Hold
64
– – ﹤0.01% 888
2021
Q1 		$5K Sell
64
-18
-22% -$1.39K ﹤0.01% 896
2020
Q4 		$4K Hold
82
– – ﹤0.01% 859
2020
Q3 		$4K Buy
+82
New +$4.21K ﹤0.01% 865
2019
Q2 		– Sell
-10
Closed -$1K – 1076
2019
Q1 		$1K Sell
10
-80
-89% -$4.82K ﹤0.01% 821
2018
Q4 		$5K Buy
+90
New +$5.46K ﹤0.01% 712

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Gradient Investments's SLYV Position: Q3 2024 in Review

Gradient Investments sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2024, closing a stake of 148 shares — an estimated $11.6K sold.

Gradient Investments first reported a position in SLYV in Q4 2018 and held it in 18 quarters. The position peaked at $41K in Q3 2023. 550 funds tracked by Wall St. Rank hold SLYV as of Q3 2024.

  • Gradient Investments reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 148 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2024, an estimated $11.6K.
  • Gradient Investments first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and held it in 18 quarters.
  • Gradient Investments's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $41K in Q3 2023.
  • 550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.