LBMC Investment Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

LBMC Investment Advisors’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
2023 Q4	–	Sell	-3,731	Closed	-$261K	–	170
2023 Q3	$261K	Buy	3,731 +20	+0.5%	+$1.55K	0.03%	128
2023 Q2	$286K	Buy	3,711 +21	+0.6%	+$1.56K	0.03%	122
2023 Q1	$281K	Buy	3,690 +15	+0.4%	+$1.19K	0.03%	129
2022 Q4	$273K	Buy	3,675 +16	+0.4%	+$1.2K	0.03%	129
2022 Q3	$246K	Buy	+3,659	New	+$275K	0.03%	129

Other funds holding SLYV

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

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

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

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

MIS

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

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

GIM

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

FPIS

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

LBMC Investment Advisors's SLYV Position: Q4 2023 in Review

LBMC Investment Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2023, closing a stake of 3,731 shares — an estimated $261K sold.

LBMC Investment Advisors first reported a position in SLYV in Q3 2022 and held it in 5 quarters. The position peaked at $286K in Q2 2023. 533 funds tracked by Wall St. Rank hold SLYV as of Q4 2023.

LBMC Investment Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2023 after selling out during the quarter.
LBMC Investment Advisors sold 3,731 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2023, an estimated $261K.
LBMC Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2022 and held it in 5 quarters.
LBMC Investment Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $286K in Q2 2023.
533 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2023.

Based on LBMC Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.