HC
SLYV icon

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

Hatton Consulting’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
Q3 		$1.99M Buy
24,292
+4,723
+24% +$388K 1.48% 15
2021
Q2 		$1.68M Buy
19,569
+9,236
+89% +$786K 1.31% 15
2021
Q1 		$847K Buy
+10,333
New +$796K 0.78% 17

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
RM
Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Hatton Consulting's SLYV Position: Q3 2021 in Review

Hatton Consulting increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 24% in Q3 2021, buying an estimated $388K and bringing the position to 24,292 shares worth $1.99M. The position accounts for 1.48% of the portfolio, ranked #15.

Hatton Consulting first reported a position in SLYV in Q1 2021 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold SLYV as of Q3 2021.

  • Hatton Consulting held 24,292 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.99M as of Q3 2021.
  • Hatton Consulting bought 4,723 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2021, an estimated $388K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 1.48% of Hatton Consulting's portfolio in Q3 2021, its #15 holding.
  • Hatton Consulting first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2021 and has held it in 3 quarters since.
  • 390 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.