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

Pinion Investment 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
2022
Q2 		– Sell
-9,140
Closed -$762K – 172
2022
Q1 		$762K Sell
9,140
-1,934
-17% -$160K 0.53% 52
2021
Q4 		$938K Buy
11,074
+3,768
+52% +$322K 0.63% 45
2021
Q3 		$599K Buy
+7,306
New +$600K 0.48% 67

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Pinion Investment Advisors's SLYV Position: Q2 2022 in Review

Pinion Investment Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2022, closing a stake of 9,140 shares — an estimated $762K sold.

Pinion Investment Advisors first reported a position in SLYV in Q3 2021 and held it in 3 quarters. The position peaked at $938K in Q4 2021. 461 funds tracked by Wall St. Rank hold SLYV as of Q2 2022.

  • Pinion Investment Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Pinion Investment Advisors sold 9,140 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2022, an estimated $762K.
  • Pinion Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2021 and held it in 3 quarters.
  • Pinion Investment Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $938K in Q4 2021.
  • 461 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2022.

Based on Pinion Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.