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

Stone Summit Wealth’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	-2,507	Closed	-$218K	–	140
2024 Q3	$218K	Sell	2,507 -1,656	-40%	-$139K	0.07%	139
2024 Q2	$326K	Sell	4,163 -681	-14%	-$54.1K	0.12%	115
2024 Q1	$402K	Sell	4,844 -311	-6%	-$24.9K	0.14%	109
2023 Q4	$429K	Sell	5,155 -693	-12%	-$51.2K	0.16%	107
2023 Q3	$423K	Buy	5,848 +304	+5%	+$23.5K	0.18%	103
2023 Q2	$428K	Buy	5,544 +250	+5%	+$18.6K	0.18%	100
2023 Q1	$403K	Sell	5,294 -680	-11%	-$54K	0.18%	95
2022 Q4	$443K	Buy	5,974 +121	+2%	+$9.07K	0.22%	90
2022 Q3	$393K	Sell	5,853 -23	-0.4%	-$1.73K	0.24%	87
2022 Q2	$426K	Sell	5,876 -61	-1%	-$4.76K	0.25%	87
2022 Q1	$503K	Sell	5,937 -195	-3%	-$16.1K	0.28%	82
2021 Q4	$520K	Buy	+6,132	New	+$524K	0.42%	75

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

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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Stone Summit Wealth's SLYV Position: Q4 2024 in Review

Stone Summit Wealth sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2024, closing a stake of 2,507 shares — an estimated $218K sold.

Stone Summit Wealth first reported a position in SLYV in Q4 2021 and held it in 12 quarters. The position peaked at $520K in Q4 2021. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2024.

Stone Summit Wealth reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Stone Summit Wealth sold 2,507 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2024, an estimated $218K.
Stone Summit Wealth first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and held it in 12 quarters.
Stone Summit Wealth's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $520K in Q4 2021.
583 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2024.

Based on Stone Summit Wealth's 13F filing for Q4 2024, filed 28 Jan 2025.