MFA Wealth Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

MFA Wealth Advisors’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 Q4	–	Sell	-414	Closed	-$35.9K	–	335
2024 Q3	$35.9K	Hold	414	–	–	0.01%	203
2024 Q2	$32.4K	Buy	+414	New	+$32.9K	0.01%	219
2020 Q3	–	Sell	-580	Closed	-$28.5K	–	193
2020 Q2	$28.5K	Buy	+580	New	+$26.6K	0.02%	96

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MFA Wealth Advisors's SLYV Position: Q4 2024 in Review

MFA Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2024, closing a stake of 414 shares — an estimated $35.9K sold.

MFA Wealth Advisors first reported a position in SLYV in Q2 2020 and held it in 3 quarters. The position peaked at $35.9K in Q3 2024. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2024.

MFA Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 414 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2024, an estimated $35.9K.
MFA Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2020 and held it in 3 quarters.
MFA Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $35.9K in Q3 2024.
583 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.