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

Safeguard Financial’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
2023
Q3 		– Sell
-445
Closed -$34K – 476
2023
Q2 		$34K Buy
+445
New +$33.1K 0.02% 199

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
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Safeguard Financial's SLYV Position: Q3 2023 in Review

Safeguard Financial sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2023, closing a stake of 445 shares — an estimated $34K sold.

Safeguard Financial first reported a position in SLYV in Q2 2023 and held it in 1 quarter. The position peaked at $34K in Q2 2023. 479 funds tracked by Wall St. Rank hold SLYV as of Q3 2023.

  • Safeguard Financial reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 445 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2023, an estimated $34K.
  • Safeguard Financial first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $34K in Q2 2023.
  • 479 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.