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

Brightworth’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	$2.92M	Buy	+43,443	New	+$3.27M	0.31%	52

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

Brightworth's SLYV Position: Q3 2022 in Review

Brightworth opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2022: 43,443 shares worth $2.92M. The stake represents 0.31% of the portfolio and ranks #52 among its holdings.

453 funds tracked by Wall St. Rank hold SLYV as of Q3 2022.

Brightworth held 43,443 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.92M as of Q3 2022.
State Street SPDR S&P 600 Small Cap Value ETF was a new Brightworth position in Q3 2022.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.31% of Brightworth's portfolio in Q3 2022, its #52 holding.
453 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.