H&H Retirement Design & Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

H&H Retirement Design & 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
2023 Q1	–	Sell	-19,714	Closed	-$1.58M	–	87
2022 Q4	$1.58M	Buy	19,714 +247	+1%	+$18.5K	1.34%	19
2022 Q3	$1.35M	Sell	19,467 -4,574	-19%	-$344K	1.27%	21
2022 Q2	$1.88M	Sell	24,041 -4,811	-17%	-$376K	1.37%	19
2022 Q1	$2.33M	Buy	28,852 +6	+0%	+$497	1.59%	16
2021 Q4	$2.39M	Buy	+28,846	New	+$2.46M	1.51%	17

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 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

H&H Retirement Design & Management's SLYV Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2023, closing a stake of 19,714 shares — an estimated $1.58M sold.

H&H Retirement Design & Management first reported a position in SLYV in Q4 2021 and held it in 5 quarters. The position peaked at $2.39M in Q4 2021. 468 funds tracked by Wall St. Rank hold SLYV as of Q1 2023.

H&H Retirement Design & Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 19,714 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2023, an estimated $1.58M.
H&H Retirement Design & Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and held it in 5 quarters.
H&H Retirement Design & Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2.39M in Q4 2021.
468 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.