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

Northwest Financial 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
Q1 		– Sell
-1,449
Closed -$121K – 448
2023
Q4 		$121K Buy
+1,449
New +$107K 0.1% 125

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

Northwest Financial Advisors's SLYV Position: Q1 2024 in Review

Northwest Financial Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2024, closing a stake of 1,449 shares — an estimated $121K sold.

Northwest Financial Advisors first reported a position in SLYV in Q4 2023 and held it in 1 quarter. The position peaked at $121K in Q4 2023. 533 funds tracked by Wall St. Rank hold SLYV as of Q1 2024.

  • Northwest Financial Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,449 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2024, an estimated $121K.
  • Northwest Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $121K in Q4 2023.
  • 533 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.