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

JD Financial Services’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	$337K	Sell	3,975 -250	-6%	-$21.4K	0.28%	24
2021 Q3	$346K	Buy	4,225 +250	+6%	+$20.5K	0.32%	23
2021 Q2	$341K	Hold	3,975	–	–	0.32%	26
2021 Q1	$326K	Hold	3,975	–	–	0.41%	33
2020 Q4	$263K	Buy	+3,975	New	+$236K	0.29%	40

Other funds holding SLYV

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

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

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

JD Financial Services's SLYV Position: Q4 2021 in Review

JD Financial Services reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 5.9% in Q4 2021, selling an estimated $21.4K and leaving 3,975 shares worth $337K. The position accounts for 0.28% of the portfolio, ranked #24.

JD Financial Services first reported a position in SLYV in Q4 2020 and has held it in 5 quarters since. The position peaked at $346K in Q3 2021. 437 funds tracked by Wall St. Rank hold SLYV as of Q4 2021.

JD Financial Services held 3,975 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $337K as of Q4 2021.
JD Financial Services sold 250 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2021, an estimated $21.4K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.28% of JD Financial Services's portfolio in Q4 2021, its #24 holding.
JD Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and has held it in 5 quarters since.
JD Financial Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $346K in Q3 2021.
437 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.