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

Reston Wealth 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
2024
Q4 		– Sell
-2,233
Closed -$194K – 361
2024
Q3 		$194K Sell
2,233
-492
-18% -$41.2K 0.07% 51
2024
Q2 		$213K Sell
2,725
-3,874
-59% -$308K 0.09% 50
2024
Q1 		$548K Sell
6,599
-142,886
-96% -$11.5M 0.22% 31
2023
Q4 		$12.5M Buy
149,485
+2,868
+2% +$212K 5.7% 6
2023
Q3 		$10.6M Sell
146,617
-10,192
-6% -$788K 5.36% 6
2023
Q2 		$12.1M Buy
156,809
+5,388
+4% +$401K 5.76% 6
2023
Q1 		$11.5M Buy
151,421
+4,129
+3% +$328K 6.03% 6
2022
Q4 		$10.9M Buy
147,292
+52,233
+55% +$3.92M 6.04% 6
2022
Q3 		$6.38M Buy
95,059
+3,532
+4% +$266K 3.8% 8
2022
Q2 		$6.63M Sell
91,527
-8,156
-8% -$637K 3.69% 6
2022
Q1 		$8.31M Buy
99,683
+7,432
+8% +$615K 4.26% 5
2021
Q4 		$7.82M Sell
92,251
-767
-0.8% -$65.5K 3.79% 7
2021
Q3 		$7.62M Buy
93,018
+8,067
+9% +$662K 3.97% 5
2021
Q2 		$7.28M Buy
+84,951
New +$7.23M 3.64% 6

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Reston Wealth Management's SLYV Position: Q4 2024 in Review

Reston Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2024, closing a stake of 2,233 shares — an estimated $194K sold.

Reston Wealth Management first reported a position in SLYV in Q2 2021 and held it in 14 quarters. The position peaked at $12.5M in Q4 2023. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2024.

  • Reston Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 2,233 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2024, an estimated $194K.
  • Reston Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2021 and held it in 14 quarters.
  • Reston Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $12.5M in Q4 2023.
  • 583 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.