Capital Directions Investment Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Capital Directions Investment 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
2022 Q4	$15.8K	Buy	+213	New	+$16K	0.01%	193
2022 Q3	–	Sell	-213	Closed	-$16K	–	181
2022 Q2	$15K	Hold	213	–	–	0.01%	199
2022 Q1	$18K	Buy	+213	New	+$17.6K	0.01%	204
2021 Q4	–	Sell	-213	Closed	-$17K	–	196
2021 Q3	$17K	Hold	213	–	–	0.01%	213
2021 Q2	$18K	Buy	+213	New	+$18.1K	0.01%	180
2021 Q1	–	Sell	-294	Closed	-$19K	–	322
2020 Q4	$19K	Hold	294	–	–	0.01%	155
2020 Q3	$15K	Hold	294	–	–	0.01%	169
2020 Q2	$14K	Hold	294	–	–	0.01%	175
2020 Q1	$12K	Hold	294	–	–	0.01%	196
2019 Q4	$19K	Hold	294	–	–	0.01%	193
2019 Q3	$18K	Hold	294	–	–	0.01%	190
2019 Q2	$18K	Hold	294	–	–	0.01%	75
2019 Q1	$18K	Hold	294	–	–	0.01%	81
2018 Q4	$16K	Hold	294	–	–	0.01%	85
2018 Q3	$20K	Buy	+294	New	+$20.3K	0.01%	117
2018 Q2	–	Sell	-802	Closed	-$50K	–	180
2018 Q1	$50K	Buy	802 +2	+0.3%	+$126	0.02%	72
2017 Q4	$50K	Buy	800 +20	+3%	+$1.27K	0.02%	69
2017 Q3	$49K	Sell	780 -376	-33%	-$22.3K	0.02%	74
2017 Q2	$69K	Buy	1,156 +380	+49%	+$22.4K	0.02%	58
2017 Q1	$46K	Buy	776 +2	+0.3%	+$118	0.02%	62
2016 Q4	$46K	Buy	774 +6	+0.8%	+$337	0.02%	56
2016 Q3	$41K	Hold	768	–	–	0.01%	58
2016 Q2	$38K	Hold	768	–	–	0.01%	59
2016 Q1	$37K	Hold	768	–	–	0.01%	48
2015 Q4	$36K	Buy	768 +474	+161%	+$23.5K	0.01%	59
2015 Q3	$14K	Sell	294 -298	-50%	-$15K	0.01%	53
2015 Q2	$31K	Sell	592 -474	-44%	-$25.4K	0.01%	50
2015 Q1	$56K	Hold	1,066	–	–	0.02%	53
2014 Q4	$56K	Sell	1,066 -552	-34%	-$29.5K	0.02%	54
2014 Q3	$89K	Buy	1,618 +474	+41%	+$25.5K	0.03%	43
2014 Q2	$63K	Hold	1,144	–	–	0.02%	47
2014 Q1	$62K	Hold	1,144	–	–	0.02%	45
2013 Q4	$61K	Buy	1,144 +108	+10%	+$5.53K	0.02%	45
2013 Q3	$51K	Buy	+1,036	New	+$49.4K	0.02%	46

Other funds holding SLYV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

CFS

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

Capital Directions Investment Advisors's SLYV Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2022: 213 shares worth $15.8K. The stake represents 0.01% of the portfolio and ranks #193 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in SLYV as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in SLYV in Q3 2013 and has held it in 34 quarters since. The position peaked at $89K in Q3 2014. 479 funds tracked by Wall St. Rank hold SLYV as of Q4 2022.

Capital Directions Investment Advisors held 213 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $15.8K as of Q4 2022.
State Street SPDR S&P 600 Small Cap Value ETF was a new Capital Directions Investment Advisors position in Q4 2022.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #193 holding.
Capital Directions Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2013 and has held it in 34 quarters since.
Capital Directions Investment Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $89K in Q3 2014.
479 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.