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

Ridgewood Investments’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	-130	Closed	-$11.3K	–	747
2024 Q3	$11.3K	Hold	130	–	–	0.01%	493
2024 Q2	$10.2K	Buy	+130	New	+$10.3K	0.01%	509
2023 Q3	–	Sell	-130	Closed	-$10K	–	655
2023 Q2	$10K	Hold	130	–	–	0.01%	511
2023 Q1	$9.9K	Buy	+130	New	+$10.3K	0.01%	515

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ridgewood Investments's SLYV Position: Q4 2024 in Review

Ridgewood Investments sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2024, closing a stake of 130 shares — an estimated $11.3K sold.

Ridgewood Investments first reported a position in SLYV in Q1 2023 and held it in 4 quarters. The position peaked at $11.3K in Q3 2024. 584 funds tracked by Wall St. Rank hold SLYV as of Q4 2024.

Ridgewood Investments reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Ridgewood Investments sold 130 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2024, an estimated $11.3K.
Ridgewood Investments first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2023 and held it in 4 quarters.
Ridgewood Investments's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $11.3K in Q3 2024.
584 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2024.

Based on Ridgewood Investments's 13F filing for Q4 2024, filed 10 Jan 2025.