HBC Financial Services’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

HBC Financial Services’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
2024 Q4	$62K	Hold	720	–	–	0.04%	66
2024 Q3	$62K	Hold	720	–	–	0.04%	72
2024 Q2	$62K	Hold	720	–	–	0.04%	65
2024 Q1	$56K	Hold	720	–	–	0.04%	63
2023 Q4	$59K	Hold	720	–	–	0.04%	59
2023 Q3	$52K	Hold	720	–	–	0.04%	58
2023 Q2	$57K	Hold	720	–	–	0.04%	60
2023 Q1	$54K	Hold	720	–	–	0.04%	65
2022 Q4	$54K	Hold	720	–	–	0.04%	62
2022 Q3	$48K	Hold	720	–	–	0.04%	59
2022 Q2	$52K	Hold	720	–	–	0.04%	55
2022 Q1	$56K	Hold	720	–	–	0.04%	54
2021 Q4	$60K	Hold	720	–	–	0.04%	49
2021 Q3	$60K	Hold	720	–	–	0.04%	51
2021 Q2	$56K	Hold	720	–	–	0.04%	58
2021 Q1	$59.9K	Hold	720	–	–	0.04%	55
2020 Q4	$51K	Hold	720	–	–	0.04%	64
2020 Q3	$42K	Hold	720	–	–	0.04%	67
2020 Q2	$36K	Hold	720	–	–	0.03%	70
2020 Q1	$27K	Hold	720	–	–	0.03%	73
2019 Q4	$47K	Buy	+720	New	+$45.6K	0.04%	76

Other funds holding SLYV

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HBC Financial Services's SLYV Position: Q4 2024 in Review

HBC Financial Services held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q4 2024 at 720 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #66.

HBC Financial Services first reported a position in SLYV in Q4 2019 and has held it in 21 quarters since. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2024.

HBC Financial Services held 720 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $62K as of Q4 2024.
HBC Financial Services left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q4 2024.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of HBC Financial Services's portfolio in Q4 2024, its #66 holding.
HBC Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and has held it in 21 quarters since.
583 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.