Briggs Advisory Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Briggs Advisory Group’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
2023 Q3	$16.9M	Sell	233,591 -1,257	-0.5%	-$97.1K	9.68%	3
2023 Q2	$18.1M	Sell	234,848 -6,369	-3%	-$474K	10.12%	3
2023 Q1	$18.4M	Sell	241,217 -2,154	-0.9%	-$171K	10.89%	3
2022 Q4	$18.1M	Sell	243,371 -5,943	-2%	-$446K	11.5%	3
2022 Q3	$16.7M	Sell	249,314 -9,391	-4%	-$706K	12.56%	3
2022 Q2	$18.7M	Sell	258,705 -15,870	-6%	-$1.24M	13.69%	3
2022 Q1	$22.9M	Sell	274,575 -5,913	-2%	-$490K	15.19%	2
2021 Q4	$23.8M	Buy	+280,488	New	+$24M	16.21%	2

Other funds holding SLYV

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

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

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

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

FCI

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

GIM

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Briggs Advisory Group's SLYV Position: Q3 2023 in Review

Briggs Advisory Group reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.54% in Q3 2023, selling an estimated $97.1K and leaving 233,591 shares worth $16.9M. The position accounts for 9.68% of the portfolio, ranked #3.

Briggs Advisory Group first reported a position in SLYV in Q4 2021 and has held it in 8 quarters since. The position peaked at $23.8M in Q4 2021. 481 funds tracked by Wall St. Rank hold SLYV as of Q3 2023.

Briggs Advisory Group held 233,591 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $16.9M as of Q3 2023.
Briggs Advisory Group sold 1,257 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2023, an estimated $97.1K.
State Street SPDR S&P 600 Small Cap Value ETF made up 9.68% of Briggs Advisory Group's portfolio in Q3 2023, its #3 holding.
Briggs Advisory Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $23.8M in Q4 2021.
481 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.