American Portfolios Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

American Portfolios Advisors’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
2022 Q3	$646K	Buy	9,616 +794	+9%	+$59.7K	0.03%	558
2022 Q2	$639K	Sell	8,822 -400	-4%	-$31.2K	0.03%	566
2022 Q1	$768K	Sell	9,222 -4,660	-34%	-$386K	0.03%	570
2021 Q4	$1.18M	Buy	13,882 +1,330	+11%	+$114K	0.04%	434
2021 Q3	$1.03M	Buy	12,552 +2,885	+30%	+$237K	0.04%	453
2021 Q2	$829K	Buy	9,667 +6,373	+193%	+$542K	0.03%	517
2021 Q1	$270K	Buy	3,294 +2,834	+616%	+$218K	0.01%	902
2020 Q4	$30.5K	Sell	460 -352	-43%	-$20.9K	﹤0.01%	1617
2020 Q3	$40.7K	Sell	812 -492	-38%	-$25.2K	﹤0.01%	1395
2020 Q2	$64K	Sell	1,304 -1,213	-48%	-$55.6K	﹤0.01%	1199
2020 Q1	$103K	Sell	2,517 -1,474	-37%	-$83.4K	0.01%	884
2019 Q4	$262K	Buy	3,991 +1,209	+43%	+$76.5K	0.02%	644
2019 Q3	$170K	Sell	2,782 -1,150	-29%	-$69K	0.01%	765
2019 Q2	$239K	Buy	3,932 +138	+4%	+$8.36K	0.02%	636
2019 Q1	$229K	Buy	3,794 +134	+4%	+$8.08K	0.02%	597
2018 Q4	$197K	Hold	3,660	–	–	0.02%	515
2018 Q3	$250K	Buy	3,660 +706	+24%	+$48.8K	0.03%	509
2018 Q2	$197K	Sell	2,954 -1,606	-35%	-$105K	0.03%	556
2018 Q1	$282K	Buy	4,560 +2,730	+149%	+$172K	0.04%	397
2017 Q4	$115K	Buy	+1,830	New	+$117K	0.02%	684

Other funds holding SLYV

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Portfolios Advisors's SLYV Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 9% in Q3 2022, buying an estimated $59.7K and bringing the position to 9,616 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #558.

American Portfolios Advisors first reported a position in SLYV in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.18M in Q4 2021. 453 funds tracked by Wall St. Rank hold SLYV as of Q3 2022.

American Portfolios Advisors held 9,616 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $646K as of Q3 2022.
American Portfolios Advisors bought 794 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2022, an estimated $59.7K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #558 holding.
American Portfolios Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.18M in Q4 2021.
453 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.