M&R Capital Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

M&R Capital 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
2024 Q3	$3.07K	Hold	35	–	–	﹤0.01%	489
2024 Q2	$2.77K	Hold	35	–	–	﹤0.01%	479
2024 Q1	$2.92K	Hold	35	–	–	﹤0.01%	478
2023 Q4	$2.93K	Hold	35	–	–	﹤0.01%	524
2023 Q3	$2.54K	Hold	35	–	–	﹤0.01%	516
2023 Q2	$2.71K	Hold	35	–	–	﹤0.01%	511
2023 Q1	$2.67K	Hold	35	–	–	﹤0.01%	497
2022 Q4	$2.6K	Buy	+35	New	+$2.63K	﹤0.01%	459
2020 Q2	–	Sell	-1	Closed	–	–	489
2020 Q1	$0	Buy	+1	New	+$57	﹤0.01%	496

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

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

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

MIS

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

FPIS

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

M&R Capital Management's SLYV Position: Q3 2024 in Review

M&R Capital Management held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q3 2024 at 35 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

M&R Capital Management first reported a position in SLYV in Q1 2020 and has held it in 9 quarters since. 550 funds tracked by Wall St. Rank hold SLYV as of Q3 2024.

M&R Capital Management held 35 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.07K as of Q3 2024.
M&R Capital Management left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q3 2024.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #489 holding.
M&R Capital Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2020 and has held it in 9 quarters since.
550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.