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

Litman Gregory Wealth Management’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
Q1 		– Sell
-2,807
Closed -$238K – 78
2021
Q4 		$238K Hold
2,807
– – 0.04% 73
2021
Q3 		$230K Buy
+2,807
New +$230K 0.04% 69

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Litman Gregory Wealth Management's SLYV Position: Q1 2022 in Review

Litman Gregory Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2022, closing a stake of 2,807 shares — an estimated $238K sold.

Litman Gregory Wealth Management first reported a position in SLYV in Q3 2021 and held it in 2 quarters. The position peaked at $238K in Q4 2021. 458 funds tracked by Wall St. Rank hold SLYV as of Q1 2022.

  • Litman Gregory Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 2,807 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2022, an estimated $238K.
  • Litman Gregory Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2021 and held it in 2 quarters.
  • Litman Gregory Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $238K in Q4 2021.
  • 458 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2022.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.