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

TrinityPoint 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 		$942K Buy
10,792
+1,504
+16% +$134K 0.13% 162
2024
Q3 		$806K Buy
9,288
+217
+2% +$18.2K 0.12% 172
2024
Q2 		$710K Buy
9,071
+1,254
+16% +$99.6K 0.11% 176
2024
Q1 		$649K Buy
7,817
+963
+14% +$77.2K 0.11% 170
2023
Q4 		$571K Sell
6,854
-1,026
-13% -$75.9K 0.1% 177
2023
Q3 		$570K Buy
7,880
+1,247
+19% +$96.4K 0.11% 169
2023
Q2 		$512K Buy
6,633
+3,885
+141% +$289K 0.1% 176
2023
Q1 		$209K Buy
+2,748
New +$218K 0.04% 257

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
Cerity Partners
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TrinityPoint Wealth's SLYV Position: Q4 2024 in Review

TrinityPoint Wealth increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 16% in Q4 2024, buying an estimated $134K and bringing the position to 10,792 shares worth $942K. The position accounts for 0.13% of the portfolio, ranked #162.

TrinityPoint Wealth first reported a position in SLYV in Q1 2023 and has held it in 8 quarters since. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2024.

  • TrinityPoint Wealth held 10,792 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $942K as of Q4 2024.
  • TrinityPoint Wealth bought 1,504 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2024, an estimated $134K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.13% of TrinityPoint Wealth's portfolio in Q4 2024, its #162 holding.
  • TrinityPoint Wealth first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2023 and has held it in 8 quarters since.
  • 583 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.