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

Lauer 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 Q3	–	Sell	-3,676	Closed	-$298K	–	44
2024 Q2	$298K	Sell	3,676 -21,142	-85%	-$1.68M	0.24%	30
2024 Q1	$1.96M	Sell	24,818 -9,619	-28%	-$771K	1.7%	12
2023 Q4	$2.78M	Buy	34,437 +2,243	+7%	+$166K	2.58%	12
2023 Q3	$2.28M	Buy	32,194 +742	+2%	+$57.3K	2.46%	12
2023 Q2	$2.53M	Buy	31,452 +4,563	+17%	+$339K	2.62%	12
2023 Q1	$2.01M	Buy	+26,889	New	+$2.14M	2.51%	12

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

GIM

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

Cerity Partners New York $70.8B AUM 21.68% 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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Lauer Wealth's SLYV Position: Q3 2024 in Review

Lauer Wealth sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2024, closing a stake of 3,676 shares — an estimated $298K sold.

Lauer Wealth first reported a position in SLYV in Q1 2023 and held it in 6 quarters. The position peaked at $2.78M in Q4 2023. 550 funds tracked by Wall St. Rank hold SLYV as of Q3 2024.

Lauer Wealth reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2024 after selling out during the quarter.
Lauer Wealth sold 3,676 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2024, an estimated $298K.
Lauer Wealth first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2023 and held it in 6 quarters.
Lauer Wealth's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2.78M in Q4 2023.
550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2024.

Based on Lauer Wealth's 13F filing for Q3 2024, filed 24 Oct 2024.