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

Imprint 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 Q1	$2.14M	Buy	+26,131	New	+$2.1M	0.52%	43

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

CFS

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

GIM

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

Imprint Wealth's SLYV Position: Q1 2024 in Review

Imprint Wealth opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2024: 26,131 shares worth $2.14M. The stake represents 0.52% of the portfolio and ranks #43 among its holdings.

533 funds tracked by Wall St. Rank hold SLYV as of Q1 2024.

Imprint Wealth held 26,131 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.14M as of Q1 2024.
State Street SPDR S&P 600 Small Cap Value ETF was a new Imprint Wealth position in Q1 2024.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.52% of Imprint Wealth's portfolio in Q1 2024, its #43 holding.
533 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.