HSBC Holdings’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

HSBC Holdings’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 Q3	–	Sell	-2,742	Closed	-$212K	–	2833
2023 Q2	$212K	Sell	2,742 -334	-11%	-$24.8K	﹤0.01%	2299
2023 Q1	$234K	Hold	3,076	–	–	﹤0.01%	2327
2022 Q4	$228K	Hold	3,076	–	–	﹤0.01%	2709
2022 Q3	$207K	Sell	3,076 -131	-4%	-$9.85K	﹤0.01%	2614
2022 Q2	$232K	Sell	3,207 -34	-1%	-$2.65K	﹤0.01%	2802
2022 Q1	$270K	Hold	3,241	–	–	﹤0.01%	2821
2021 Q4	$275K	Buy	3,241 +26	+0.8%	+$2.22K	﹤0.01%	2839
2021 Q3	$264K	Buy	3,215 +266	+9%	+$21.8K	﹤0.01%	2616
2021 Q2	$253K	Hold	2,949	–	–	﹤0.01%	2629
2021 Q1	$242K	Sell	2,949 -300	-9%	-$23.1K	﹤0.01%	2437
2020 Q4	$215K	Buy	+3,249	New	+$193K	﹤0.01%	2775

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

GIM

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

Cerity Partners New York $70.8B AUM 21.68% 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

HSBC Holdings's SLYV Position: Q3 2023 in Review

HSBC Holdings sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2023, closing a stake of 2,742 shares — an estimated $212K sold.

HSBC Holdings first reported a position in SLYV in Q4 2020 and held it in 11 quarters. The position peaked at $275K in Q4 2021. 481 funds tracked by Wall St. Rank hold SLYV as of Q3 2023.

HSBC Holdings reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2023 after selling out during the quarter.
HSBC Holdings sold 2,742 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2023, an estimated $212K.
HSBC Holdings first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and held it in 11 quarters.
HSBC Holdings's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $275K in Q4 2021.
481 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2023.

Based on HSBC Holdings's 13F filing for Q3 2023, filed 13 Nov 2023.