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Henrickson Nauta Wealth Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Henrickson Nauta Wealth Advisors’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
2022
Q1 		– Sell
-65
Closed -$5K – 226
2021
Q4 		$5K Buy
+65
New +$5.55K ﹤0.01% 199

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $109B AUM 21.36% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's SLYV Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2022, closing a stake of 65 shares — an estimated $5K sold.

Henrickson Nauta Wealth Advisors first reported a position in SLYV in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 458 funds tracked by Wall St. Rank hold SLYV as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 65 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2022, an estimated $5K.
  • Henrickson Nauta Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $5K in Q4 2021.
  • 458 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.