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NFP Retirement Inc’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

NFP Retirement Inc’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
2021
Q2 		– Sell
-38,305
Closed -$3.14M – 139
2021
Q1 		$3.14M Buy
+38,305
New +$2.95M 1.37% 17

Other funds holding SLYV

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
RM
Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NFP Retirement Inc's SLYV Position: Q2 2021 in Review

NFP Retirement Inc sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2021, closing a stake of 38,305 shares — an estimated $3.14M sold.

NFP Retirement Inc first reported a position in SLYV in Q1 2021 and held it in 1 quarter. The position peaked at $3.14M in Q1 2021. 391 funds tracked by Wall St. Rank hold SLYV as of Q2 2021.

  • NFP Retirement Inc reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • NFP Retirement Inc sold 38,305 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2021, an estimated $3.14M.
  • NFP Retirement Inc first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • NFP Retirement Inc's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.14M in Q1 2021.
  • 391 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2021.

Based on NFP Retirement Inc's 13F filing for Q2 2021, filed 13 Feb 2025.