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

Kades & Cheifetz’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	$6.08M	Buy	69,739 +2,279	+3%	+$204K	3.11%	7
2024 Q3	$5.86M	Buy	67,460 +1,840	+3%	+$154K	3.35%	7
2024 Q2	$5.14M	Buy	65,620 +1,271	+2%	+$101K	3.23%	7
2024 Q1	$5.34M	Buy	64,349 +189	+0.3%	+$15.2K	3.42%	7
2023 Q4	$5.35M	Buy	64,160 +1,629	+3%	+$120K	3.79%	5
2023 Q3	$4.53M	Sell	62,531 -1,081	-2%	-$83.5K	3.58%	9
2023 Q2	$4.91M	Buy	63,612 +1,825	+3%	+$136K	3.76%	8
2023 Q1	$4.71M	Sell	61,787 -190	-0.3%	-$15.1K	3.71%	10
2022 Q4	$4.6M	Buy	+61,977	New	+$4.65M	3.84%	9

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

Kades & Cheifetz's SLYV Position: Q4 2024 in Review

Kades & Cheifetz increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3.4% in Q4 2024, buying an estimated $204K and bringing the position to 69,739 shares worth $6.08M. The position accounts for 3.11% of the portfolio, ranked #7.

Kades & Cheifetz first reported a position in SLYV in Q4 2022 and has held it in 9 quarters since. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2024.

Kades & Cheifetz held 69,739 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $6.08M as of Q4 2024.
Kades & Cheifetz bought 2,279 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2024, an estimated $204K.
State Street SPDR S&P 600 Small Cap Value ETF made up 3.11% of Kades & Cheifetz's portfolio in Q4 2024, its #7 holding.
Kades & Cheifetz first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and has held it in 9 quarters since.
583 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.