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

Ironwood Financial’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
2021 Q4	–	Sell	-895	Closed	-$73K	–	463
2021 Q3	$73K	Hold	895	–	–	0.02%	168
2021 Q2	$77K	Hold	895	–	–	0.02%	153
2021 Q1	$73K	Hold	895	–	–	0.02%	147
2020 Q4	$59K	Buy	895 +785	+714%	+$46.6K	0.02%	160
2020 Q3	$6K	Hold	110	–	–	﹤0.01%	314
2020 Q2	$5K	Hold	110	–	–	﹤0.01%	316
2020 Q1	$4K	Hold	110	–	–	﹤0.01%	292
2019 Q4	$7K	Hold	110	–	–	﹤0.01%	295
2019 Q3	$7K	Hold	110	–	–	﹤0.01%	300
2019 Q2	$7K	Hold	110	–	–	﹤0.01%	301
2019 Q1	$7K	Hold	110	–	–	﹤0.01%	292
2018 Q4	$6K	Hold	110	–	–	﹤0.01%	290
2018 Q3	$8K	Hold	110	–	–	﹤0.01%	273
2018 Q2	$7K	Hold	110	–	–	﹤0.01%	214
2018 Q1	$7K	Hold	110	–	–	0.01%	188
2017 Q4	$7K	Hold	110	–	–	﹤0.01%	196
2017 Q3	$7K	Hold	110	–	–	﹤0.01%	201
2017 Q2	$7K	Hold	110	–	–	﹤0.01%	196
2017 Q1	$6K	Hold	110	–	–	﹤0.01%	204
2016 Q4	$7K	Hold	110	–	–	﹤0.01%	185
2016 Q3	$6K	Hold	110	–	–	﹤0.01%	198
2016 Q2	$6K	Hold	110	–	–	﹤0.01%	198
2016 Q1	$5K	Buy	+110	New	+$4.9K	﹤0.01%	213
2015 Q3	$5K	Hold	110	–	–	﹤0.01%	270
2015 Q2	$6K	Hold	110	–	–	﹤0.01%	235
2015 Q1	$6K	Sell	110 -6	-5%	-$314	﹤0.01%	235
2014 Q4	$6K	Buy	+116	New	+$6.2K	﹤0.01%	203

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

GIM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ironwood Financial's SLYV Position: Q4 2021 in Review

Ironwood Financial sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2021, closing a stake of 895 shares — an estimated $73K sold.

Ironwood Financial first reported a position in SLYV in Q4 2014 and held it in 27 quarters. The position peaked at $77K in Q2 2021. 436 funds tracked by Wall St. Rank hold SLYV as of Q4 2021.

Ironwood Financial reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 895 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2021, an estimated $73K.
Ironwood Financial first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $77K in Q2 2021.
436 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.