Atherton Lane Advisers’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$736K	Sell	15,860 -750	-5%	-$37.2K	0.04%	122
2015 Q3	$784K	Sell	16,610 -90	-0.5%	-$4.52K	0.05%	118
2015 Q2	$886K	Hold	16,700	–	–	0.05%	116
2015 Q1	$894K	Buy	16,700 +120	+0.7%	+$6.28K	0.05%	132
2014 Q4	$877K	Hold	16,580	–	–	0.05%	134
2014 Q3	$848K	Buy	16,580 +1,340	+9%	+$72K	0.05%	139
2014 Q2	$840K	Buy	+15,240	New	+$814K	0.05%	132

Other funds holding SLYV

TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Atherton Lane Advisers's SLYV Position: Q4 2015 in Review

Atherton Lane Advisers reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4.5% in Q4 2015, selling an estimated $37.2K and leaving 15,860 shares worth $736K. The position accounts for 0.04% of the portfolio, ranked #122.

Atherton Lane Advisers first reported a position in SLYV in Q2 2014 and has held it in 7 quarters since. The position peaked at $894K in Q1 2015. 79 funds tracked by Wall St. Rank hold SLYV as of Q4 2015.

Atherton Lane Advisers held 15,860 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $736K as of Q4 2015.
Atherton Lane Advisers sold 750 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2015, an estimated $37.2K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of Atherton Lane Advisers's portfolio in Q4 2015, its #122 holding.
Atherton Lane Advisers first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $894K in Q1 2015.
79 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.