Lehman & Derafelo Financial Resources’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-136	Closed	-$9K	–	176
2022 Q3	$9K	Hold	136	–	–	﹤0.01%	168
2022 Q2	$10K	Buy	+136	New	+$10.6K	﹤0.01%	171
2021 Q4	–	Sell	-136	Closed	-$11K	–	174
2021 Q3	$11K	Hold	136	–	–	﹤0.01%	167
2021 Q2	$12K	Sell	136 -152	-53%	-$12.9K	﹤0.01%	190
2021 Q1	$24K	Sell	288 -176	-38%	-$13.6K	0.01%	171
2020 Q4	$31K	Hold	464	–	–	0.01%	162
2020 Q3	$23K	Sell	464 -168	-27%	-$8.62K	0.01%	197
2020 Q2	$31K	Hold	632	–	–	0.01%	176
2020 Q1	$26K	Sell	632 -16	-2%	-$905	0.01%	131
2019 Q4	$43K	Hold	648	–	–	0.02%	134
2019 Q3	$40K	Sell	648 -84	-11%	-$5.04K	0.02%	128
2019 Q2	$45K	Hold	732	–	–	0.02%	125
2019 Q1	$44K	Hold	732	–	–	0.02%	127
2018 Q4	$39K	Buy	+732	New	+$44.4K	0.02%	117

Other funds holding SLYV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GIM

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Lehman & Derafelo Financial Resources's SLYV Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2022, closing a stake of 136 shares — an estimated $9K sold.

Lehman & Derafelo Financial Resources first reported a position in SLYV in Q4 2018 and held it in 14 quarters. The position peaked at $45K in Q2 2019. 479 funds tracked by Wall St. Rank hold SLYV as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 136 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2022, an estimated $9K.
Lehman & Derafelo Financial Resources first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $45K in Q2 2019.
479 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.