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Patriot Investment Management Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Patriot Investment Management 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
-9
Closed -$736 – 363
2022
Q4 		$736 Buy
+9
New +$675 ﹤0.01% 396

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Ameriprise
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FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
Creative Planning
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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

Patriot Investment Management Group's SLYV Position: Q1 2023 in Review

Patriot Investment Management Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2023, closing a stake of 9 shares — an estimated $736 sold.

Patriot Investment Management Group first reported a position in SLYV in Q4 2022 and held it in 1 quarter. The position peaked at $736 in Q4 2022. 468 funds tracked by Wall St. Rank hold SLYV as of Q1 2023.

  • Patriot Investment Management 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.
  • Patriot Investment Management Group sold 9 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2023, an estimated $736.
  • Patriot Investment Management Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Patriot Investment Management Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $736 in Q4 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 Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.