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Newbridge Financial Services Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Newbridge Financial Services Group’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
-50
Closed -$3.97K – 1472
2022
Q4 		$3.71K Hold
50
– – ﹤0.01% 1118
2022
Q3 		$3K Sell
50
-122
-71% -$9.18K ﹤0.01% 1151
2022
Q2 		$12K Buy
172
+50
+41% +$3.9K 0.01% 820
2022
Q1 		$10K Buy
+122
New +$10.1K ﹤0.01% 946

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $70.9M AUM 16.78% 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 $761M AUM 18.73% 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

Newbridge Financial Services Group's SLYV Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2023, closing a stake of 50 shares — an estimated $3.97K sold.

Newbridge Financial Services Group first reported a position in SLYV in Q1 2022 and held it in 4 quarters. The position peaked at $12K in Q2 2022. 468 funds tracked by Wall St. Rank hold SLYV as of Q1 2023.

  • Newbridge Financial Services Group reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 50 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2023, an estimated $3.97K.
  • Newbridge Financial Services Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2022 and held it in 4 quarters.
  • Newbridge Financial Services Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $12K in Q2 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 Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.