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

SpiderRock 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 Q3	$483K	Buy	+5,561	New	+$465K	0.01%	632

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

GIM

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

SpiderRock Advisors's SLYV Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2024: 5,561 shares worth $483K. The stake represents 0.01% of the portfolio and ranks #632 among its holdings.

550 funds tracked by Wall St. Rank hold SLYV as of Q3 2024.

SpiderRock Advisors held 5,561 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $483K as of Q3 2024.
State Street SPDR S&P 600 Small Cap Value ETF was a new SpiderRock Advisors position in Q3 2024.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #632 holding.
550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.