WWP
SLYV icon

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

WR Wealth Planners’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 		$34.5K Buy
395
+3
+0.8% +$268 0.01% 368
2024
Q3 		$34K Buy
+392
New +$32.8K 0.01% 391
2023
Q3 		– Sell
-84
Closed -$6.45K – 944
2023
Q2 		$6.45K Buy
+84
New +$6.25K ﹤0.01% 644

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

WR Wealth Planners's SLYV Position: Q4 2024 in Review

WR Wealth Planners increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.77% in Q4 2024, buying an estimated $268 and bringing the position to 395 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #368.

WR Wealth Planners first reported a position in SLYV in Q2 2023 and has held it in 3 quarters since. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2024.

  • WR Wealth Planners held 395 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $34.5K as of Q4 2024.
  • WR Wealth Planners bought 3 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2024, an estimated $268.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #368 holding.
  • WR Wealth Planners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2023 and has held it in 3 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 WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.