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

Cascade 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
2023 Q2	–	Sell	-800	Closed	-$60.9K	–	204
2023 Q1	$60.9K	Buy	+800	New	+$63.6K	0.05%	134
2022 Q3	–	Sell	-800	Closed	-$57.9K	–	197
2022 Q2	$57.9K	Hold	800	–	–	0.05%	142
2022 Q1	$66.7K	Hold	800	–	–	0.04%	149
2021 Q4	$67.8K	Hold	800	–	–	0.04%	151
2021 Q3	$65.6K	Hold	800	–	–	0.04%	146
2021 Q2	$68.6K	Hold	800	–	–	0.04%	144
2021 Q1	$65.6K	Sell	800 -90	-10%	-$6.94K	0.04%	146
2020 Q4	$58.9K	Hold	890	–	–	0.04%	152
2020 Q3	$44.6K	Hold	890	–	–	0.04%	159
2020 Q2	$43.7K	Hold	890	–	–	0.04%	149
2020 Q1	$36.4K	Hold	890	–	–	0.04%	151
2019 Q4	$58.5K	Hold	890	–	–	0.04%	145
2019 Q3	$54.5K	Hold	890	–	–	0.04%	144
2019 Q2	$54K	Buy	+890	New	+$53.9K	0.05%	135

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

FCI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

FPIS

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

MPWT

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

Cascade Investment Advisors's SLYV Position: Q2 2023 in Review

Cascade Investment Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2023, closing a stake of 800 shares — an estimated $60.9K sold.

Cascade Investment Advisors first reported a position in SLYV in Q2 2019 and held it in 14 quarters. The position peaked at $68.6K in Q2 2021. 498 funds tracked by Wall St. Rank hold SLYV as of Q2 2023.

Cascade Investment Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 800 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2023, an estimated $60.9K.
Cascade Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2019 and held it in 14 quarters.
Cascade Investment Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $68.6K in Q2 2021.
498 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.