Leading Edge Financial Planning’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Leading Edge Financial Planning’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 Q1	–	Sell	-4,158	Closed	-$346K	–	59
2023 Q4	$346K	Sell	4,158 -1,043	-20%	-$77.1K	0.18%	38
2023 Q3	$376K	Sell	5,201 -212	-4%	-$16.4K	0.24%	43
2023 Q2	$418K	Sell	5,413 -755	-12%	-$56.2K	0.27%	38
2023 Q1	$470K	Buy	6,168 +41	+0.7%	+$3.26K	0.34%	38
2022 Q4	$455K	Buy	+6,127	New	+$460K	0.39%	37

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

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

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

CFS

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

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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 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

MIS

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

Leading Edge Financial Planning's SLYV Position: Q1 2024 in Review

Leading Edge Financial Planning sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2024, closing a stake of 4,158 shares — an estimated $346K sold.

Leading Edge Financial Planning first reported a position in SLYV in Q4 2022 and held it in 5 quarters. The position peaked at $470K in Q1 2023. 534 funds tracked by Wall St. Rank hold SLYV as of Q1 2024.

Leading Edge Financial Planning reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Leading Edge Financial Planning sold 4,158 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2024, an estimated $346K.
Leading Edge Financial Planning first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and held it in 5 quarters.
Leading Edge Financial Planning's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $470K in Q1 2023.
534 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2024.

Based on Leading Edge Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.