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Whitegate Investment Counselors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Whitegate Investment Counselors’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
2021
Q4 		– Sell
-5,319
Closed -$436K – 189
2021
Q3 		$436K Sell
5,319
-251
-5% -$20.6K 0.06% 167
2021
Q2 		$477K Sell
5,570
-37
-0.7% -$3.15K 0.07% 164
2021
Q1 		$460K Sell
5,607
-709
-11% -$54.6K 0.07% 157
2020
Q4 		$418K Sell
6,316
-25
-0.4% -$1.49K 0.07% 161
2020
Q3 		$318K Sell
6,341
-117
-2% -$6K 0.06% 163
2020
Q2 		$317K Buy
6,458
+450
+7% +$20.6K 0.06% 159
2020
Q1 		$245K Sell
6,008
-255
-4% -$14.4K 0.06% 161
2019
Q4 		$412K Buy
6,263
+230
+4% +$14.6K 0.07% 155
2019
Q3 		$370K Buy
6,033
+65
+1% +$3.9K 0.07% 151
2019
Q2 		$362K Buy
5,968
+125
+2% +$7.58K 0.07% 146
2019
Q1 		$352K Buy
5,843
+149
+3% +$8.98K 0.07% 151
2018
Q4 		$306K Buy
+5,694
New +$346K 0.07% 154

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
RM
Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Whitegate Investment Counselors's SLYV Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2021, closing a stake of 5,319 shares — an estimated $436K sold.

Whitegate Investment Counselors first reported a position in SLYV in Q4 2018 and held it in 12 quarters. The position peaked at $477K in Q2 2021. 437 funds tracked by Wall St. Rank hold SLYV as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 5,319 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2021, an estimated $436K.
  • Whitegate Investment Counselors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and held it in 12 quarters.
  • Whitegate Investment Counselors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $477K in Q2 2021.
  • 437 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.