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

RE Dickinson 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
2024
Q2 		– Sell
-69
Closed -$6K – 237
2024
Q1 		$6K Hold
69
– – ﹤0.01% 177
2023
Q4 		$6K Hold
69
– – ﹤0.01% 181
2023
Q3 		$5K Hold
69
– – ﹤0.01% 203
2023
Q2 		$5K Hold
69
– – ﹤0.01% 286
2023
Q1 		$5K Hold
69
– – ﹤0.01% 308
2022
Q4 		$5K Hold
69
– – ﹤0.01% 296
2022
Q3 		$5K Hold
69
– – ﹤0.01% 184
2022
Q2 		$5K Hold
69
– – ﹤0.01% 206
2022
Q1 		$6K Hold
69
– – ﹤0.01% 205
2021
Q4 		$6K Buy
+69
New +$5.89K ﹤0.01% 205

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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

RE Dickinson Investment Advisors's SLYV Position: Q2 2024 in Review

RE Dickinson Investment Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2024, closing a stake of 69 shares — an estimated $6K sold.

RE Dickinson Investment Advisors first reported a position in SLYV in Q4 2021 and held it in 10 quarters. The position peaked at $6K in Q1 2024. 534 funds tracked by Wall St. Rank hold SLYV as of Q2 2024.

  • RE Dickinson Investment Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 69 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2024, an estimated $6K.
  • RE Dickinson Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and held it in 10 quarters.
  • RE Dickinson Investment Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $6K in Q1 2024.
  • 534 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.