NFP
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Novak Financial Planning’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Novak Financial Planning’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 		$251K Hold
2,927
– – 0.12% 109
2021
Q1 		$240K Sell
2,927
-118
-4% -$9.1K 0.13% 106
2020
Q4 		$202K Buy
+3,045
New +$181K 0.12% 111

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

Novak Financial Planning's SLYV Position: Q2 2021 in Review

Novak Financial Planning held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2021 at 2,927 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #109.

Novak Financial Planning first reported a position in SLYV in Q4 2020 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold SLYV as of Q2 2021.

  • Novak Financial Planning held 2,927 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $251K as of Q2 2021.
  • Novak Financial Planning left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2021.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.12% of Novak Financial Planning's portfolio in Q2 2021, its #109 holding.
  • Novak Financial Planning first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.