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

Resonant Capital 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
-129,739
Closed -$10.8M – 354
2024
Q1 		$10.8M Buy
129,739
+8,013
+7% +$642K 0.92% 28
2023
Q4 		$10.1M Buy
121,726
+2,404
+2% +$178K 0.98% 25
2023
Q3 		$8.64M Buy
119,322
+3,461
+3% +$267K 0.92% 28
2023
Q2 		$8.94M Buy
115,861
+13,484
+13% +$1M 0.97% 28
2023
Q1 		$7.8M Buy
102,377
+8,034
+9% +$638K 0.89% 30
2022
Q4 		$7M Sell
94,343
-24,681
-21% -$1.85M 0.87% 30
2022
Q3 		$7.99M Buy
119,024
+41,211
+53% +$3.1M 1.21% 20
2022
Q2 		$5.63M Sell
77,813
-176
-0.2% -$13.7K 0.88% 24
2022
Q1 		$6.56M Buy
77,989
+4,938
+7% +$409K 0.97% 20
2021
Q4 		$6.19M Buy
73,051
+10,426
+17% +$891K 0.93% 23
2021
Q3 		$5.13M Buy
62,625
+7,226
+13% +$593K 0.89% 25
2021
Q2 		$4.75M Buy
55,399
+1,936
+4% +$165K 0.92% 18
2021
Q1 		$4.38M Buy
53,463
+12,522
+31% +$965K 0.9% 20
2020
Q4 		$2.71M Buy
+40,941
New +$2.43M 0.64% 28

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

Resonant Capital Advisors's SLYV Position: Q2 2024 in Review

Resonant Capital Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2024, closing a stake of 129,739 shares — an estimated $10.8M sold.

Resonant Capital Advisors first reported a position in SLYV in Q4 2020 and held it in 14 quarters. The position peaked at $10.8M in Q1 2024. 533 funds tracked by Wall St. Rank hold SLYV as of Q2 2024.

  • Resonant Capital 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.
  • Resonant Capital Advisors sold 129,739 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2024, an estimated $10.8M.
  • Resonant Capital Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and held it in 14 quarters.
  • Resonant Capital Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $10.8M in Q1 2024.
  • 533 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2024.

Based on Resonant Capital Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.