Wilbanks Smith & Thomas Asset Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	$256K	Sell	3,090 -175	-5%	-$14K	0.01%	478
2023 Q4	$272K	Buy	+3,265	New	+$241K	0.01%	453

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 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

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

Wilbanks Smith & Thomas Asset Management's SLYV Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 5.4% in Q1 2024, selling an estimated $14K and leaving 3,090 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #478.

Wilbanks Smith & Thomas Asset Management first reported a position in SLYV in Q4 2023 and has held it in 2 quarters since. The position peaked at $272K in Q4 2023. 533 funds tracked by Wall St. Rank hold SLYV as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 3,090 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $256K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management sold 175 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2024, an estimated $14K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #478 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2023 and has held it in 2 quarters since.
Wilbanks Smith & Thomas Asset Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $272K in Q4 2023.
533 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.