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

Triad Wealth Partners’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 		– Sell
-74
Closed -$5.79K – 762
2024
Q2 		$5.79K Buy
+74
New +$5.88K ﹤0.01% 538

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
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Ameriprise
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

Triad Wealth Partners's SLYV Position: Q3 2024 in Review

Triad Wealth Partners sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2024, closing a stake of 74 shares — an estimated $5.79K sold.

Triad Wealth Partners first reported a position in SLYV in Q2 2024 and held it in 1 quarter. The position peaked at $5.79K in Q2 2024. 550 funds tracked by Wall St. Rank hold SLYV as of Q3 2024.

  • Triad Wealth Partners reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 74 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2024, an estimated $5.79K.
  • Triad Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $5.79K in Q2 2024.
  • 550 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.