MCA
SLYV icon

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

MSH Capital 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
Q2 		– Sell
-2,626
Closed -$218K – 231
2024
Q1 		$218K Hold
2,626
– – 0.08% 198
2023
Q4 		$219K Buy
+2,626
New +$194K 0.08% 193

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

MSH Capital Advisors's SLYV Position: Q2 2024 in Review

MSH Capital Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2024, closing a stake of 2,626 shares — an estimated $218K sold.

MSH Capital Advisors first reported a position in SLYV in Q4 2023 and held it in 2 quarters. The position peaked at $219K in Q4 2023. 533 funds tracked by Wall St. Rank hold SLYV as of Q2 2024.

  • MSH Capital Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • MSH Capital Advisors sold 2,626 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2024, an estimated $218K.
  • MSH Capital Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and held it in 2 quarters.
  • MSH Capital Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $219K in Q4 2023.
  • 533 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2024.

Based on MSH Capital Advisors's 13F filing for Q2 2024, filed 14 Feb 2025.