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Graves Light Lenhart Wealth’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q3 		– Sell
-828
Closed -$60K – 526
2022
Q2 		$60K Hold
828
– – 0.01% 288
2022
Q1 		$69K Hold
828
– – 0.01% 316
2021
Q4 		$70K Buy
+828
New +$70.7K 0.01% 356

Other funds holding SLYV

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Graves Light Lenhart Wealth's SLYV Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2022, closing a stake of 828 shares — an estimated $60K sold.

Graves Light Lenhart Wealth first reported a position in SLYV in Q4 2021 and held it in 3 quarters. The position peaked at $70K in Q4 2021. 453 funds tracked by Wall St. Rank hold SLYV as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 828 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2022, an estimated $60K.
  • Graves Light Lenhart Wealth first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and held it in 3 quarters.
  • Graves Light Lenhart Wealth's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $70K in Q4 2021.
  • 453 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.