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

Stone House Investment 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
2023
Q2 		– Sell
-58
Closed -$4.44K – 356
2023
Q1 		$4.44K Buy
+58
New +$4.61K ﹤0.01% 207

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Stone House Investment Management's SLYV Position: Q2 2023 in Review

Stone House Investment Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2023, closing a stake of 58 shares — an estimated $4.44K sold.

Stone House Investment Management first reported a position in SLYV in Q1 2023 and held it in 1 quarter. The position peaked at $4.44K in Q1 2023. 498 funds tracked by Wall St. Rank hold SLYV as of Q2 2023.

  • Stone House Investment Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Stone House Investment Management sold 58 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2023, an estimated $4.44K.
  • Stone House Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • Stone House Investment Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $4.44K in Q1 2023.
  • 498 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2023.

Based on Stone House Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.