State Street's SPDR S&P 600 Small Cap Value ETF (SLYV) is rated 'Buy' for broadening equity exposure beyond mega-cap tech and AI stocks. SLYV provides diversified, low-cost access to profitable US small-cap companies, capitalizing on recent small-cap outperformance versus SPY. The fund's nearly 26-year track record, $4.8B AUM, and 45% turnover rate support its credibility and liquidity.
If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the State Street SPDR S&P 600 Small Cap Value ETF (SLYV), a passively managed exchange traded fund launched on September 25, 2000.
Designed to provide broad exposure to the Small Cap Value segment of the US equity market, the State Street SPDR S&P 600 Small Cap Value ETF (SLYV) is a passively managed exchange traded fund launched on September 25, 2000.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 14,044 | $954,181.1 | $1.53M | $576,404.24 | 60.41% |
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 9,473 | $819,738.58 | $1.03M | $212,676.32 | 25.94% |
| CE Curtis Ellergodt Rothschild Investment LLC | 215 | $17,148 | $23,431.77 | $6,283.77 | 36.64% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 21,567 | $1.62M | $2.35M | $732,008.22 | 45.23% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 793 | $75,002 | $86,425.1 | $11,423.1 | 15.23% |
| ARCA Exchange | US Country |
The company operates as an investment fund, specializing in providing its investors exposure to the small-capitalization value segment of the U.S. equity market. By focusing on investing at least 80% of its total assets in securities that make up the index representing this market segment, the fund aims to replicate the performance of the index while maintaining a risk and return profile similar to it. This strategic approach allows the company to serve investors looking to diversify or strengthen their portfolios with small-cap value investments in the U.S. equity market.
This product offers investors an opportunity to gain exposure to the small-capitalization value segment of the U.S. equity market. The fund invests substantially all, and at least 80%, of its total assets in the securities comprising the index that measures the performance of this market segment. It aims to replicate the index's performance by holding a portfolio of securities with generally the same risk and return characteristics.
In an effort to closely align with the index's risk and return profile, the fund may opt to purchase a subset of the securities in the index. This strategic move allows the fund to maintain flexibility in its investment approach while striving to achieve its objective of mirroring the performance of the small-capitalization value segment of the U.S. equity market effectively.