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

Plan Group Financial’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	$454K	Buy	+6,283	New	+$491K	0.78%	32

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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 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

Plan Group Financial's SLYV Position: Q2 2022 in Review

Plan Group Financial opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2022: 6,283 shares worth $454K. The stake represents 0.78% of the portfolio and ranks #32 among its holdings.

461 funds tracked by Wall St. Rank hold SLYV as of Q2 2022.

Plan Group Financial held 6,283 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $454K as of Q2 2022.
State Street SPDR S&P 600 Small Cap Value ETF was a new Plan Group Financial position in Q2 2022.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.78% of Plan Group Financial's portfolio in Q2 2022, its #32 holding.
461 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2022.

Based on Plan Group Financial's 13F filing for Q2 2022, filed 12 Aug 2022.