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Mosaic Family Wealth Partners’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Mosaic Family Wealth Partners’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
2023
Q1 		– Sell
-5,731
Closed -$425K – 185
2022
Q4 		$425K Buy
+5,731
New +$430K 0.12% 109

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $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 $879M AUM 22.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Mosaic Family Wealth Partners's SLYV Position: Q1 2023 in Review

Mosaic Family Wealth Partners sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2023, closing a stake of 5,731 shares — an estimated $425K sold.

Mosaic Family Wealth Partners first reported a position in SLYV in Q4 2022 and held it in 1 quarter. The position peaked at $425K in Q4 2022. 468 funds tracked by Wall St. Rank hold SLYV as of Q1 2023.

  • Mosaic Family Wealth Partners reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 5,731 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2023, an estimated $425K.
  • Mosaic Family Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Mosaic Family Wealth Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $425K in Q4 2022.
  • 468 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2023.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2023, filed 10 Apr 2023.