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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

TH
TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return