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

Cetera Advisor Networks’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
2024 Q1	$2.62M	Buy	31,629 +2,470	+8%	+$198K	0.01%	903
2023 Q4	$2.43M	Sell	29,159 -5,876	-17%	-$435K	0.01%	883
2023 Q3	$2.54M	Buy	35,035 +8,940	+34%	+$691K	0.02%	796
2023 Q2	$2.01M	Buy	26,095 +297	+1%	+$22.1K	0.01%	853
2023 Q1	$1.97M	Buy	25,798 +2,254	+10%	+$179K	0.01%	846
2022 Q4	$1.75M	Buy	23,544 +4,861	+26%	+$365K	0.01%	859
2022 Q3	$1.25M	Buy	18,683 +4,792	+34%	+$360K	0.02%	778
2022 Q2	$1M	Buy	13,891 +75	+0.5%	+$5.86K	0.01%	883
2022 Q1	$1.15M	Sell	13,816 -2,241	-14%	-$186K	0.01%	845
2021 Q4	$1.36M	Buy	16,057 +7,894	+97%	+$674K	0.02%	758
2021 Q3	$669K	Buy	8,163 +96	+1%	+$7.88K	0.01%	1039
2021 Q2	$691K	Buy	+8,067	New	+$687K	0.01%	1004
2020 Q3	–	Sell	-2,783	Closed	-$137K	–	2741
2020 Q2	$137K	Buy	+2,783	New	+$127K	﹤0.01%	1326

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

GIM

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

FPIS

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Cetera Advisor Networks's SLYV Position: Q1 2024 in Review

Cetera Advisor Networks increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 8.5% in Q1 2024, buying an estimated $198K and bringing the position to 31,629 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #903.

Cetera Advisor Networks first reported a position in SLYV in Q2 2020 and has held it in 13 quarters since. 533 funds tracked by Wall St. Rank hold SLYV as of Q1 2024.

Cetera Advisor Networks held 31,629 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.62M as of Q1 2024.
Cetera Advisor Networks bought 2,470 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2024, an estimated $198K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #903 holding.
Cetera Advisor Networks first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2020 and has held it in 13 quarters since.
533 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.