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B. Riley Wealth Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

B. Riley Wealth 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
2016
Q4 		– Sell
-27,166
Closed -$1.46M – 632
2016
Q3 		$1.46M Sell
27,166
-700
-3% -$36.9K 0.29% 84
2016
Q2 		$1.4M Buy
27,866
+1,592
+6% +$78.5K 0.28% 88
2016
Q1 		$1.28M Sell
26,274
-1,070
-4% -$47.7K 0.3% 86
2015
Q4 		$1.27M Sell
27,344
-430
-2% -$21.3K 0.26% 104
2015
Q3 		$1.31M Buy
27,774
+870
+3% +$43.7K 0.32% 76
2015
Q2 		$1.43M Sell
26,904
-3,178
-11% -$170K 0.35% 67
2015
Q1 		$1.61M Buy
30,082
+2,240
+8% +$117K 0.39% 57
2014
Q4 		$1.47M Buy
27,842
+1,580
+6% +$84.5K 0.03% 641
2014
Q3 		$1.34M Sell
26,262
-28,018
-52% -$1.51M 0.35% 63
2014
Q2 		$1.49M Buy
54,280
+29,660
+120% +$1.58M 0.35% 47
2014
Q1 		$1.33M Buy
24,620
+840
+4% +$44.3K 0.4% 48
2013
Q4 		$1.27M Sell
23,780
-140
-0.6% -$7.16K 0.4% 50
2013
Q3 		$1.17M Buy
23,920
+130
+0.5% +$6.2K 0.4% 53
2013
Q2 		$1.06M Buy
+23,790
New +$1.05M 0.36% 58

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

B. Riley Wealth Advisors's SLYV Position: Q4 2016 in Review

B. Riley Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2016, closing a stake of 27,166 shares — an estimated $1.46M sold.

B. Riley Wealth Advisors first reported a position in SLYV in Q2 2013 and held it in 14 quarters. The position peaked at $1.61M in Q1 2015. 102 funds tracked by Wall St. Rank hold SLYV as of Q4 2016.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 27,166 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2016, an estimated $1.46M.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2013 and held it in 14 quarters.
  • B. Riley Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.61M in Q1 2015.
  • 102 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.