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

Resource Management’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
2021 Q4	$63.7M	Buy	752,116 +6,350	+0.9%	+$542K	6.57%	3
2021 Q3	$61.1M	Buy	745,766 +15,897	+2%	+$1.31M	6.98%	3
2021 Q2	$62.6M	Buy	729,869 +41,180	+6%	+$3.5M	7.16%	3
2021 Q1	$56.5M	Buy	688,689 +44,385	+7%	+$3.42M	6.8%	3
2020 Q4	$42.6M	Buy	644,304 +78,639	+14%	+$4.67M	5.83%	4
2020 Q3	$28.3M	Buy	565,665 +74,841	+15%	+$3.84M	4.62%	5
2020 Q2	$24.1M	Buy	490,824 +276,607	+129%	+$12.7M	4.17%	5
2020 Q1	$8.75M	Buy	+214,217	New	+$12.1M	1.85%	10

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Resource Management's SLYV Position: Q4 2021 in Review

Resource Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.85% in Q4 2021, buying an estimated $542K and bringing the position to 752,116 shares worth $63.7M. The position accounts for 6.57% of the portfolio, ranked #3.

Resource Management first reported a position in SLYV in Q1 2020 and has held it in 8 quarters since. 437 funds tracked by Wall St. Rank hold SLYV as of Q4 2021.

Resource Management held 752,116 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $63.7M as of Q4 2021.
Resource Management bought 6,350 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2021, an estimated $542K.
State Street SPDR S&P 600 Small Cap Value ETF made up 6.57% of Resource Management's portfolio in Q4 2021, its #3 holding.
Resource Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2020 and has held it in 8 quarters since.
437 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.