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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hazlett, Burt & Watson's SLYV Position: Q1 2025 in Review

Hazlett, Burt & Watson sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2025, closing a stake of 82 shares — an estimated $7K sold.

Hazlett, Burt & Watson first reported a position in SLYV in Q3 2023 and held it in 6 quarters. The position peaked at $7K in Q4 2024. 551 funds tracked by Wall St. Rank hold SLYV as of Q1 2025.

Hazlett, Burt & Watson reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Hazlett, Burt & Watson sold 82 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2025, an estimated $7K.
Hazlett, Burt & Watson first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2023 and held it in 6 quarters.
Hazlett, Burt & Watson's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $7K in Q4 2024.
551 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2025, filed 5 May 2025.