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Lee, Danner & Bass’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-341
Closed -$29.8K – 634
2024
Q4 		$29.8K Buy
+341
New +$30.5K ﹤0.01% 412

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
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
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lee, Danner & Bass's SLYV Position: Q1 2025 in Review

Lee, Danner & Bass sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2025, closing a stake of 341 shares — an estimated $29.8K sold.

Lee, Danner & Bass first reported a position in SLYV in Q4 2024 and held it in 1 quarter. The position peaked at $29.8K in Q4 2024. 551 funds tracked by Wall St. Rank hold SLYV as of Q1 2025.

  • Lee, Danner & Bass reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 341 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2025, an estimated $29.8K.
  • Lee, Danner & Bass first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $29.8K in Q4 2024.
  • 551 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.