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

Jamison Private Wealth Management’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 Q4	–	Sell	-1,128	Closed	–	–	425
2024 Q3	$0	Hold	1,128	–	–	﹤0.01%	501
2024 Q2	$0	Hold	1,128	–	–	﹤0.01%	524
2024 Q1	$0	Buy	+1,128	New	+$90.4K	﹤0.01%	524

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jamison Private Wealth Management's SLYV Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2024, closing a stake of 1,128 shares.

Jamison Private Wealth Management first reported a position in SLYV in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2024.

Jamison Private Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 1,128 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2024.
Jamison Private Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2024 and held it in 3 quarters.
Jamison Private Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $0 in Q3 2024.
583 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.