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Michael Gelband’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Michael Gelband’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
Q2 		– Sell
-878
Closed -$73K – 2404
2022
Q1 		$73K Buy
+878
New +$72.7K ﹤0.01% 2033
2021
Q3 		– Sell
-3,353
Closed -$287K – 2588
2021
Q2 		$287K Buy
+3,353
New +$285K ﹤0.01% 1772

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $879M AUM 22.04% 1-Year Est. Return

Michael Gelband's SLYV Position: Q2 2022 in Review

Michael Gelband sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2022, closing a stake of 878 shares — an estimated $73K sold.

Michael Gelband first reported a position in SLYV in Q2 2021 and held it in 2 quarters. The position peaked at $287K in Q2 2021. 461 funds tracked by Wall St. Rank hold SLYV as of Q2 2022.

  • Michael Gelband reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Michael Gelband sold 878 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2022, an estimated $73K.
  • Michael Gelband first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2021 and held it in 2 quarters.
  • Michael Gelband's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $287K in Q2 2021.
  • 461 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2022.

Based on ExodusPoint Capital Management's 13F filing for Q2 2022, filed 22 Aug 2022.