HGERS
SLYV icon

Householder Group Estate & Retirement Specialist’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q1 		$416K Buy
+5,460
New +$434K 0.16% 122
2022
Q2 		– Sell
-6,875
Closed -$573K – 203
2022
Q1 		$573K Buy
+6,875
New +$569K 0.23% 109

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SLYV Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2023: 5,460 shares worth $416K. The stake represents 0.16% of the portfolio and ranks #122 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in SLYV as recently as Q1 2022.

Householder Group Estate & Retirement Specialist first reported a position in SLYV in Q1 2022 and has held it in 2 quarters since. The position peaked at $573K in Q1 2022. 468 funds tracked by Wall St. Rank hold SLYV as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 5,460 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $416K as of Q1 2023.
  • State Street SPDR S&P 600 Small Cap Value ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.16% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #122 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2022 and has held it in 2 quarters since.
  • Householder Group Estate & Retirement Specialist's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $573K in Q1 2022.
  • 468 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.