SLYV SPDR S&P 600 Small Cap Value

Ownership history in Kades & Cheifetz LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Kades & Cheifetz LLC reported a position in SPDR S&P 600 Small Cap Value (SLYV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.84% (2022 Q4)
Avg. % of fund
3.53%
First filed
2022 Q4
Last filed
2024 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 69,739 +2,279 +3.4% 3.11% $6.1M $85.39
2024 Q3 ADDED 67,460 +1,840 +2.8% 3.35% $5.9M $84.31
2024 Q2 ADDED 65,620 +1,271 +2.0% 3.23% $5.1M $75.65
2024 Q1 ADDED 64,349 +189 +0.3% 3.42% $5.3M $79.62
2023 Q4 ADDED 64,160 +1,629 +2.6% 3.79% $5.3M $79.59
2023 Q3 REDUCED 62,531 -1,081 -1.7% 3.58% $4.5M $68.62
2023 Q2 ADDED 63,612 +1,825 +3.0% 3.76% $4.9M $72.81
2023 Q1 REDUCED 61,787 -190 -0.3% 3.71% $4.7M $71.44
2022 Q4 INITIATED 61,977 3.84% $4.6M
% of Fund (quarterly)    SLYV price (monthly, adj. close)
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