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Hazlett, Burt & Watson’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Hazlett, Burt & Watson’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
2025
Q1 		– Sell
-82
Closed -$7K – 833
2024
Q4 		$7K Hold
82
– – ﹤0.01% 589
2024
Q3 		$7K Buy
82
+1
+1% +$84 ﹤0.01% 567
2024
Q2 		$6K Buy
81
+1
+1% +$79 ﹤0.01% 574
2024
Q1 		$6K Hold
80
– – ﹤0.01% 565
2023
Q4 		$6K Buy
80
+1
+1% +$74 ﹤0.01% 547
2023
Q3 		$6K Buy
+79
New +$6.11K ﹤0.01% 553

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return