TFA
SLYV icon

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

Toth Financial Advisory’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
Q1 		– Sell
-1,643
Closed -$137K – 769
2023
Q4 		$137K Hold
1,643
– – 0.02% 220
2023
Q3 		$119K Buy
+1,643
New +$127K 0.02% 215

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
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
Cerity Partners
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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Toth Financial Advisory's SLYV Position: Q1 2024 in Review

Toth Financial Advisory sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2024, closing a stake of 1,643 shares — an estimated $137K sold.

Toth Financial Advisory first reported a position in SLYV in Q3 2023 and held it in 2 quarters. The position peaked at $137K in Q4 2023. 534 funds tracked by Wall St. Rank hold SLYV as of Q1 2024.

  • Toth Financial Advisory reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 1,643 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2024, an estimated $137K.
  • Toth Financial Advisory first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2023 and held it in 2 quarters.
  • Toth Financial Advisory's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $137K in Q4 2023.
  • 534 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2024.

Based on Toth Financial Advisory's 13F filing for Q1 2024, filed 16 Apr 2024.