SLYV β€” SPDR S&P 600 Small Cap Value

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

AI Ownership Summary

Kades & Cheifetz LLC reported SPDR S&P 600 Small Cap Value (SLYV) in 9 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 3.79% in 2023 Q4. The latest visible filing shows SLYV at 3.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SLYV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kades & Cheifetz LLC's position in SPDR S&P 600 Small Cap Value, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

SLYV was reported at 3.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.79% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kades & Cheifetz LLC held SLYV β€” position size vs. price
% of Fund (quarterly)    SLYV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED 69,739 +2,279 +3.4% 3.11% $6.1M 2025-02-14 (Est.) $85.31
2024 Q3 ADDED 67,460 +1,840 +2.8% 3.35% $5.9M 2024-10-02 $82.10
2024 Q2 ADDED 65,620 +1,271 +2.0% 3.23% $5.1M 2024-08-12 $77.19
2024 Q1 ADDED 64,349 +189 +0.3% 3.42% $5.3M 2024-05-06 $76.91
2023 Q4 ADDED 64,160 +1,629 +2.6% 3.79% $5.3M 2024-01-30 $77.08
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Kades & Cheifetz LLC and SLYV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kades & Cheifetz LLC reported owning SLYV?

Kades & Cheifetz LLC reported SLYV across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported SLYV position in Kades & Cheifetz LLC's portfolio?

The largest reported portfolio weight for SLYV was 3.79% in 2023 Q4.

What is the latest reported SLYV position on this page?

The most recent filing on this page is 2024 Q4, when Kades & Cheifetz LLC reported 69,739 shares, equal to 3.11% of portfolio, with an estimated market value of $6.1M.

What does the chart on this SLYV ownership page compare?

The chart compares Kades & Cheifetz LLC's quarterly SLYV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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