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Impact Partnership Wealth’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-543
Closed -$45.1K – 606
2024
Q1 		$45.1K Hold
543
– – 0.02% 336
2023
Q4 		$45.2K Hold
543
– – 0.02% 341
2023
Q3 		$39.3K Buy
+543
New +$42K 0.01% 432

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
Cerity Partners
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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Impact Partnership Wealth's SLYV Position: Q2 2024 in Review

Impact Partnership Wealth sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2024, closing a stake of 543 shares — an estimated $45.1K sold.

Impact Partnership Wealth first reported a position in SLYV in Q3 2023 and held it in 3 quarters. The position peaked at $45.2K in Q4 2023. 534 funds tracked by Wall St. Rank hold SLYV as of Q2 2024.

  • Impact Partnership Wealth reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 543 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2024, an estimated $45.1K.
  • Impact Partnership Wealth first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $45.2K in Q4 2023.
  • 534 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.